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.
Employer 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 | $11,841 | $138,312-91.4% | $122,979-90.4% | $155,188-92.4% |
| Participation rate | 8.3% | 80.2%-71.9pp | 77.2%-68.9pp | 80.8%-72.5pp |
| Annual return | 48.18% | 22.06%+26.1pp | 20.12%+28.1pp | 148.84%-100.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,586 | $5,592-18.0% | $5,003-8.3% | $6,531-29.8% |
| Admin fee / account holder | $720 | $15,089-95.2% | $12,864-94.4% | $14,480-95.0% |