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.)
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 | $9,185 | $110,379-91.7% | $102,412-91.0% | $145,884-93.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 2.72% | 24.84%-22.1pp | 24.94%-22.2pp | 551.85%-549.1pp |
| Employer contribution / active EE | $2,319 | $4,216-45.0% | $3,870-40.1% | $4,662-50.3% |
| Participant deferral / active EE | $2,513 | $5,622-55.3% | $5,060-50.3% | $6,690-62.4% |
| Admin fee / account holder | $1,018 | $9,745-89.6% | $8,388-87.9% | $13,392-92.4% |