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 | $16,880 | $87,106-80.6% | $105,607-84.0% | $80,935-79.1% |
| Participation rate | 46.4% | 70.4%-24.0pp | 75.3%-28.8pp | 67.7%-21.2pp |
| Annual return | 39.82% | 17.01%+22.8pp | 116.11%-76.3pp | 35.66%+4.2pp |
| Employer contribution / active EE | $1,359 | $2,396-43.3% | $3,167-57.1% | $2,757-50.7% |
| Participant deferral / active EE | $2,069 | $3,986-48.1% | $5,011-58.7% | $4,299-51.9% |
| Admin fee / account holder | $1,161 | $8,447-86.3% | $10,958-89.4% | $6,924-83.2% |