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 | $2,523 | $122,962-97.9% | $71,585-96.5% | $138,895-98.2% |
| Participation rate | 66.7% | 68.9%-2.2pp | 68.2%-1.5pp | 79.9%-13.3pp |
| Annual return | 0.00% | 37.84%-37.8pp | 59.26%-59.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $728 | $2,620-72.2% | $1,669-56.4% | $4,194-82.6% |
| Participant deferral / active EE | $1,255 | $4,311-70.9% | $2,923-57.1% | $6,396-80.4% |
| Admin fee / account holder | $304 | $6,488-95.3% | $4,712-93.5% | $12,562-97.6% |