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 | $4,780 | $95,959-95.0% | $97,411-95.1% | $138,895-96.6% |
| Participation rate | 55.6% | 81.8%-26.3pp | 80.4%-24.8pp | 79.9%-24.4pp |
| Annual return | 0.00% | 29.30%-29.3pp | 34.72%-34.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,609 | $4,278-62.4% | $4,210-61.8% | $4,194-61.6% |
| Participant deferral / active EE | $1,879 | $5,876-68.0% | $5,886-68.1% | $6,396-70.6% |
| Admin fee / account holder | $970 | $7,555-87.2% | $7,145-86.4% | $12,562-92.3% |