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.)
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 | $210,076 | $169,336+24.1% | $129,384+62.4% | $145,884+44.0% |
| Participation rate | 7.1% | 76.5%-69.4pp | 69.6%-62.5pp | 80.3%-73.2pp |
| Annual return | 17.47% | 14408.70%-14391.2pp | 9461.77%-9444.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $47 | $5,540-99.2% | $4,153-98.9% | $4,662-99.0% |
| Participant deferral / active EE | $408 | $4,985-91.8% | $4,166-90.2% | $6,690-93.9% |
| Admin fee / account holder | $626 | $9,912-93.7% | $7,686-91.9% | $13,392-95.3% |