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.)
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 | $23,667 | $81,358-70.9% | $155,556-84.8% | $80,959-70.8% |
| Participation rate | 26.9% | 66.3%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 11.05% | 33.39%-22.3pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $675 | $3,106-78.3% | $4,675-85.6% | $2,757-75.5% |
| Participant deferral / active EE | $843 | $3,455-75.6% | $5,631-85.0% | $4,300-80.4% |
| Admin fee / account holder | $508 | $7,994-93.6% | $15,885-96.8% | $6,925-92.7% |