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.
Employer 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 | $19,777 | $223,823-91.2% | $211,142-90.6% | $154,746-87.2% |
| Participation rate | 37.5% | 87.9%-50.4pp | 87.3%-49.8pp | 80.7%-43.2pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,403 | $6,787-79.3% | $6,442-78.2% | $4,379-68.0% |
| Participant deferral / active EE | $6,073 | $9,750-37.7% | $9,284-34.6% | $6,730-9.8% |
| Admin fee / account holder | $1,156 | $19,707-94.1% | $19,076-93.9% | $14,365-92.0% |