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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $966 | $71,230-98.6% | $93,727-99.0% | $80,959-98.8% |
| Participation rate | 59.6% | 60.4%-0.8pp | 68.7%-9.1pp | 67.7%-8.1pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.83%-133.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $860 | $4,037-78.7% | $4,417-80.5% | $4,300-80.0% |
| Admin fee / account holder | $355 | $6,961-94.9% | $8,292-95.7% | $6,925-94.9% |