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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,209 | $101,798-94.9% | $165,071-96.8% | $80,935-93.6% |
| Participation rate | 41.9% | 71.8%-30.0pp | 78.6%-36.8pp | 67.7%-25.8pp |
| Annual return | 16.38% | 16.73%-0.3pp | 70.17%-53.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $852 | $2,954-71.2% | $4,347-80.4% | $2,757-69.1% |
| Participant deferral / active EE | $1,115 | $4,476-75.1% | $6,035-81.5% | $4,299-74.1% |
| Admin fee / account holder | $1,957 | $8,221-76.2% | $12,695-84.6% | $6,924-71.7% |