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 | $1,667 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $905 | $2,788-67.5% | $2,649-65.8% | $4,156-78.2% |
| Participant deferral / active EE | $983 | $4,410-77.7% | $4,123-76.2% | $6,407-84.7% |
| Admin fee / account holder | $426 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |