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 | $3,652 | $47,479-92.3% | $62,929-94.2% | $82,448-95.6% |
| Participation rate | 59.6% | 66.9%-7.3pp | 73.1%-13.5pp | 68.1%-8.5pp |
| Annual return | 25.54% | 20.34%+5.2pp | 1063.93%-1038.4pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,191 | $2,870-23.7% | $3,888-43.7% | $4,139-47.1% |
| Admin fee / account holder | $383 | $3,804-89.9% | $5,065-92.4% | $7,234-94.7% |