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.
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 | $21,497 | $101,653-78.9% | $147,080-85.4% | $74,459-71.1% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.2%-18.6pp | 67.2%-3.6pp |
| Annual return | 20.40% | 8754.98%-8734.6pp | 420.17%-399.8pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $2,365 | $3,813-38.0% | $4,933-52.1% | $2,626-9.9% |
| Participant deferral / active EE | $3,268 | $7,304-55.3% | $8,066-59.5% | $4,350-24.9% |
| Admin fee / account holder | $1,665 | $1,752-4.9% | $12,989-87.2% | $1,945-14.4% |