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 | $19,420 | $65,428-70.3% | $169,390-88.5% | $71,511-72.8% |
| Participation rate | 18.8% | 66.9%-48.1pp | 77.2%-58.4pp | 67.9%-49.1pp |
| Annual return | 31.39% | 21.35%+10.0pp | 406.07%-374.7pp | 28.86%+2.5pp |
| Employer contribution / active EE | $925 | $2,064-55.2% | $4,013-77.0% | $2,589-64.3% |
| Participant deferral / active EE | $1,469 | $4,360-66.3% | $6,222-76.4% | $4,291-65.8% |
| Admin fee / account holder | $862 | $1,328-35.1% | $9,015-90.4% | $1,588-45.7% |