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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,285 | $29,716-95.7% | $56,077-97.7% | $80,925-98.4% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.6pp | 67.7%-10.5pp |
| Annual return | 57.60% | 35.30%+22.3pp | 1709.28%-1651.7pp | 35.65%+22.0pp |
| Employer contribution / active EE | $303 | $671-54.8% | $1,040-70.8% | $2,756-89.0% |
| Participant deferral / active EE | $663 | $1,228-46.0% | $1,954-66.1% | $4,299-84.6% |
| Admin fee / account holder | $332 | $2,432-86.3% | $2,825-88.2% | $6,940-95.2% |