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 | $13,966 | $210,698-93.4% | $178,014-92.2% | $145,959-90.4% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | -0.65% | 386.27%-386.9pp | 294.80%-295.5pp | 561.95%-562.6pp |
| Employer contribution / active EE | $678 | $4,567-85.1% | $3,950-82.8% | $4,661-85.4% |
| Participant deferral / active EE | $609 | $6,958-91.2% | $6,276-90.3% | $6,689-90.9% |
| Admin fee / account holder | $761 | $12,016-93.7% | $10,362-92.7% | $13,398-94.3% |