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.)
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 | $12,829 | $183,516-93.0% | $155,534-91.8% | $145,884-91.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | -1.08% | 61.43%-62.5pp | 64.92%-66.0pp | 551.85%-552.9pp |
| Employer contribution / active EE | $514 | $5,315-90.3% | $4,675-89.0% | $4,662-89.0% |
| Participant deferral / active EE | $3,909 | $6,467-39.6% | $5,630-30.6% | $6,690-41.6% |
| Admin fee / account holder | $3,261 | $19,293-83.1% | $15,900-79.5% | $13,392-75.6% |