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 | $10,139 | $106,749-90.5% | $145,433-93.0% | $82,448-87.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 57.26% | 27.59%+29.7pp | 66.58%-9.3pp | 41.64%+15.6pp |
| Employer contribution / active EE | $837 | $3,444-75.7% | $4,554-81.6% | $2,551-67.2% |
| Participant deferral / active EE | $1,628 | $6,519-75.0% | $7,897-79.4% | $4,139-60.7% |
| Admin fee / account holder | $922 | $8,390-89.0% | $13,129-93.0% | $7,234-87.3% |