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 | $10,003 | $209,336-95.2% | $197,124-94.9% | $137,256-92.7% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 31.54% | 48.09%-16.6pp | 44.34%-12.8pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,945 | $6,591-70.5% | $6,227-68.8% | $4,156-53.2% |
| Participant deferral / active EE | $1,466 | $9,614-84.7% | $9,135-83.9% | $6,407-77.1% |
| Admin fee / account holder | $6,485 | $17,308-62.5% | $16,298-60.2% | $12,270-47.2% |