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.)
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 | $3,139 | $60,454-94.8% | $81,844-96.2% | $74,459-95.8% |
| Participation rate | 54.3% | 63.0%-8.7pp | 72.4%-18.1pp | 67.2%-12.9pp |
| Annual return | -8.12% | 16.87%-25.0pp | 778.87%-787.0pp | 1369.70%-1377.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,052 | $3,398-69.0% | $4,323-75.7% | $4,350-75.8% |
| Admin fee / account holder | $722 | $1,490-51.6% | $7,355-90.2% | $1,945-62.9% |