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.)
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 | $21,308 | $93,589-77.2% | $135,942-84.3% | $75,181-71.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 81.9%-61.9pp | 67.2%-47.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $882 | $6,405-86.2% | $7,759-88.6% | $4,126-78.6% |
| Admin fee / account holder | $7,931 | $6,977+13.7% | $10,764-26.3% | $5,650+40.4% |