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 | $3,509 | $54,690-93.6% | $76,030-95.4% | $74,478-95.3% |
| Participation rate | 65.7% | 60.3%+5.4pp | 69.1%-3.3pp | 67.2%-1.5pp |
| Annual return | 20.93% | 31.92%-11.0pp | 361.54%-340.6pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $453 | $1,781-74.6% | $2,688-83.2% | $2,626-82.8% |
| Participant deferral / active EE | $1,150 | $3,070-62.5% | $4,257-73.0% | $4,350-73.6% |
| Admin fee / account holder | $672 | $2,240-70.0% | $6,421-89.5% | $1,946-65.5% |