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 | $7,956 | $111,535-92.9% | $105,223-92.4% | $137,256-94.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 56.55% | 237.85%-181.3pp | 180.65%-124.1pp | 220.34%-163.8pp |
| Employer contribution / active EE | $591 | $3,939-85.0% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $2,901 | $5,500-47.3% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $493 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |