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 | $6,161 | $211,288-97.1% | $178,540-96.5% | $145,884-95.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 25.67% | 30.27%-4.6pp | 27.15%-1.5pp | 551.85%-526.2pp |
| Employer contribution / active EE | $360 | $4,574-92.1% | $3,953-90.9% | $4,662-92.3% |
| Participant deferral / active EE | $1,527 | $6,967-78.1% | $6,281-75.7% | $6,690-77.2% |
| Admin fee / account holder | $1,212 | $12,105-90.0% | $10,424-88.4% | $13,392-90.9% |