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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,381 | $80,763-82.2% | $102,412-86.0% | $74,459-80.7% |
| Participation rate | 64.9% | 65.7%-0.7pp | 74.5%-9.6pp | 67.2%-2.3pp |
| Annual return | 2913.94% | 27.57%+2886.4pp | 24.94%+2889.0pp | 1369.70%+1544.2pp |
| Employer contribution / active EE | $867 | $3,160-72.6% | $3,870-77.6% | $2,626-67.0% |
| Participant deferral / active EE | $1,535 | $3,862-60.2% | $5,060-69.7% | $4,350-64.7% |
| Admin fee / account holder | $762 | $2,371-67.9% | $8,388-90.9% | $1,945-60.8% |