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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,147 | $80,781-76.3% | $102,437-81.3% | $74,478-74.3% |
| Participation rate | 31.1% | 65.7%-34.5pp | 74.5%-43.4pp | 67.2%-36.1pp |
| Annual return | 11.96% | 27.58%-15.6pp | 24.95%-13.0pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $539 | $3,160-82.9% | $3,871-86.1% | $2,626-79.5% |
| Participant deferral / active EE | $2,021 | $3,862-47.7% | $5,060-60.1% | $4,350-53.5% |
| Admin fee / account holder | $3,038 | $2,372+28.1% | $8,388-63.8% | $1,946+56.1% |