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 | $5,045 | $41,016-87.7% | $152,093-96.7% | $64,097-92.1% |
| Participation rate | 9.3% | 51.3%-42.1pp | 77.8%-68.5pp | 55.2%-45.9pp |
| Annual return | 807.43% | 39.60%+767.8pp | 66.36%+741.1pp | 34.64%+772.8pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $367 | $1,927-80.9% | $5,451-93.3% | $3,080-88.1% |
| Admin fee / account holder | $324 | $2,305-85.9% | $14,497-97.8% | $3,454-90.6% |