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.
Employer 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 | $2,001 | $51,638-96.1% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 60.5% | 63.6%-3.1pp | 73.8%-13.3pp | 68.1%-7.6pp |
| Annual return | 18.56% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $252 | $2,047-87.7% | $2,649-90.5% | $2,551-90.1% |
| Participant deferral / active EE | $633 | $2,914-78.3% | $4,123-84.6% | $4,139-84.7% |
| Admin fee / account holder | $607 | $4,643-86.9% | $5,150-88.2% | $7,234-91.6% |