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 | $4,399 | $154,754-97.2% | $124,206-96.5% | $138,895-96.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 0.00% | 709.28%-709.3pp | 515.27%-515.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $650 | $4,446-85.4% | $3,540-81.6% | $4,194-84.5% |
| Participant deferral / active EE | $1,512 | $4,621-67.3% | $3,968-61.9% | $6,396-76.4% |
| Admin fee / account holder | $395 | $6,690-94.1% | $5,929-93.3% | $12,562-96.9% |