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 | $7,200 | $100,970-92.9% | $96,576-92.5% | $137,256-94.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 41.84% | 38.16%+3.7pp | 38.47%+3.4pp | 220.34%-178.5pp |
| Employer contribution / active EE | $1,102 | $3,809-71.1% | $3,553-69.0% | $4,156-73.5% |
| Participant deferral / active EE | $1,606 | $8,286-80.6% | $7,956-79.8% | $6,407-74.9% |
| Admin fee / account holder | $361 | $11,312-96.8% | $11,381-96.8% | $12,270-97.1% |