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 | $6,963 | $185,312-96.2% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 15.28% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $843 | $4,769-82.3% | $4,268-80.2% | $4,379-80.7% |
| Participant deferral / active EE | $3,686 | $6,350-41.9% | $5,630-34.5% | $6,730-45.2% |
| Admin fee / account holder | $3,047 | $18,654-83.7% | $16,006-81.0% | $14,365-78.8% |