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 | $17,362 | $76,642-77.3% | $146,866-88.2% | $65,306-73.4% |
| Participation rate | 38.5% | 61.2%-22.8pp | 82.5%-44.0pp | 57.7%-19.2pp |
| Annual return | 30.44% | 33.40%-3.0pp | 102.85%-72.4pp | 21.94%+8.5pp |
| Employer contribution / active EE | $1,185 | $2,621-54.8% | $4,425-73.2% | $1,967-39.8% |
| Participant deferral / active EE | $2,309 | $4,864-52.5% | $7,759-70.2% | $2,959-22.0% |
| Admin fee / account holder | $386 | $3,960-90.3% | $13,620-97.2% | $3,480-88.9% |