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.)
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 | $1,629 | $85,515-98.1% | $112,040-98.5% | $67,986-97.6% |
| Participation rate | 52.0% | 68.2%-16.2pp | 76.5%-24.5pp | 57.2%-5.2pp |
| Annual return | 10.61% | 29.68%-19.1pp | 24.52%-13.9pp | 31.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $700 | $4,014-82.6% | $5,098-86.3% | $3,358-79.1% |
| Admin fee / account holder | $490 | $3,774-87.0% | $12,098-95.9% | $3,203-84.7% |