Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,453 | $86,940-73.0% | $102,434-77.1% | $80,935-71.0% |
| Participation rate | 69.6% | 72.4%-2.8pp | 76.5%-6.9pp | 67.7%+1.9pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,229 | $2,370-48.1% | $3,023-59.3% | $2,757-55.4% |
| Participant deferral / active EE | $2,408 | $4,121-41.6% | $5,055-52.4% | $4,299-44.0% |
| Admin fee / account holder | $452 | $8,047-94.4% | $9,462-95.2% | $6,924-93.5% |