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.
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 | $15,074 | $68,880-78.1% | $120,580-87.5% | $80,959-81.4% |
| Participation rate | 51.7% | 61.7%-10.0pp | 72.0%-20.2pp | 67.7%-15.9pp |
| Annual return | 51.95% | 23.68%+28.3pp | 107.48%-55.5pp | 35.67%+16.3pp |
| Employer contribution / active EE | $1,225 | $2,066-40.7% | $3,469-64.7% | $2,757-55.6% |
| Participant deferral / active EE | $2,791 | $3,191-12.5% | $4,995-44.1% | $4,300-35.1% |
| Admin fee / account holder | $404 | $5,785-93.0% | $9,418-95.7% | $6,925-94.2% |