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 | $6,144 | $110,337-94.4% | $102,383-94.0% | $145,877-95.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,826 | $4,216-9.2% | $3,870-1.1% | $4,663-17.9% |
| Participant deferral / active EE | $4,993 | $5,621-11.2% | $5,060-1.3% | $6,691-25.4% |
| Admin fee / account holder | $3,192 | $9,750-67.3% | $8,391-62.0% | $13,402-76.2% |