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 | $3,180 | $125,184-97.5% | $105,607-97.0% | $145,884-97.8% |
| Participation rate | 61.5% | 77.6%-16.1pp | 75.3%-13.7pp | 80.3%-18.8pp |
| Annual return | 0.00% | 225.00%-225.0pp | 116.11%-116.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $825 | $3,720-77.8% | $3,167-73.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,706 | $5,714-70.1% | $5,011-66.0% | $6,690-74.5% |
| Admin fee / account holder | $969 | $17,133-94.3% | $10,958-91.2% | $13,392-92.8% |