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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,047 | $81,358-92.6% | $155,556-96.1% | $80,959-92.5% |
| Participation rate | 18.5% | 66.3%-47.7pp | 78.2%-59.7pp | 67.7%-49.1pp |
| Annual return | 9.40% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $726 | $3,455-79.0% | $5,631-87.1% | $4,300-83.1% |
| Admin fee / account holder | $893 | $7,994-88.8% | $15,885-94.4% | $6,925-87.1% |