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 | $4,773 | $54,690-91.3% | $76,030-93.7% | $74,478-93.6% |
| Participation rate | 55.9% | 60.3%-4.4pp | 69.1%-13.2pp | 67.2%-11.3pp |
| Annual return | 16.75% | 31.92%-15.2pp | 361.54%-344.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $450 | $1,781-74.7% | $2,688-83.2% | $2,626-82.9% |
| Participant deferral / active EE | $1,184 | $3,070-61.5% | $4,257-72.2% | $4,350-72.8% |
| Admin fee / account holder | $1,425 | $2,240-36.4% | $6,421-77.8% | $1,946-26.8% |