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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,561 | $106,864-91.1% | $147,318-93.5% | $82,637-88.4% |
| Participation rate | 20.7% | 75.5%-54.8pp | 82.1%-61.4pp | 68.1%-47.4pp |
| Annual return | 13.70% | 27.49%-13.8pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,104 | $6,496-83.0% | $7,906-86.0% | $4,126-73.3% |
| Admin fee / account holder | $1,910 | $8,415-77.3% | $13,708-86.1% | $7,339-74.0% |