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.
Participant 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 | $3,108 | $57,140-94.6% | $85,240-96.4% | $80,959-96.2% |
| Participation rate | 25.8% | 56.4%-30.7pp | 67.5%-41.8pp | 67.7%-41.9pp |
| Annual return | 15.96% | 21.71%-5.8pp | 66.75%-50.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $532 | $3,115-82.9% | $4,527-88.2% | $4,300-87.6% |
| Admin fee / account holder | $391 | $4,992-92.2% | $6,165-93.7% | $6,925-94.4% |