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 | $35,324 | $100,194-64.7% | $122,979-71.3% | $86,983-59.4% |
| Participation rate | 40.3% | 73.0%-32.7pp | 77.2%-36.9pp | 69.5%-29.2pp |
| Annual return | 13.29% | 16.47%-3.2pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,543 | $4,133-14.3% | $5,003-29.2% | $4,194-15.5% |
| Admin fee / account holder | $8,041 | $10,148-20.8% | $12,864-37.5% | $7,856+2.4% |