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 | $15,366 | $81,504-81.1% | $102,437-85.0% | $80,959-81.0% |
| Participation rate | 25.0% | 66.9%-41.9pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 103.77% | 25.60%+78.2pp | 24.95%+78.8pp | 35.67%+68.1pp |
| Employer contribution / active EE | $609 | $3,104-80.4% | $3,871-84.3% | $2,757-77.9% |
| Participant deferral / active EE | $2,524 | $3,871-34.8% | $5,060-50.1% | $4,300-41.3% |
| Admin fee / account holder | $343 | $6,719-94.9% | $8,388-95.9% | $6,925-95.1% |