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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,176 | $223,823-94.6% | $211,142-94.2% | $154,746-92.1% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | -12.82% | 50.39%-63.2pp | 46.84%-59.7pp | 172.34%-185.2pp |
| Employer contribution / active EE | $715 | $6,787-89.5% | $6,442-88.9% | $4,379-83.7% |
| Participant deferral / active EE | $3,811 | $9,750-60.9% | $9,284-59.0% | $6,730-43.4% |
| Admin fee / account holder | $2,116 | $19,707-89.3% | $19,076-88.9% | $14,365-85.3% |