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 | $20,156 | $86,949-76.8% | $102,460-80.3% | $80,959-75.1% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 14.46% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,022 | $2,370-14.7% | $3,025-33.1% | $2,757-26.7% |
| Participant deferral / active EE | $3,876 | $4,121-6.0% | $5,056-23.3% | $4,300-9.9% |
| Admin fee / account holder | $6,454 | $8,048-19.8% | $9,460-31.8% | $6,925-6.8% |