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 | $7,292 | $201,370-96.4% | $184,256-96.0% | $145,897-95.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 44.54% | 29.05%+15.5pp | 28.85%+15.7pp | 552.29%-507.7pp |
| Employer contribution / active EE | $2,255 | $7,024-67.9% | $6,427-64.9% | $4,663-51.6% |
| Participant deferral / active EE | $2,274 | $9,808-76.8% | $9,133-75.1% | $6,689-66.0% |
| Admin fee / account holder | $1,706 | $16,364-89.6% | $13,899-87.7% | $13,390-87.3% |