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 | $31,277 | $71,215-56.1% | $93,696-66.6% | $80,935-61.4% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.4pp | 67.7%-35.3pp |
| Annual return | 11.62% | 11.27%+0.4pp | 133.74%-122.1pp | 35.66%-24.0pp |
| Employer contribution / active EE | $668 | $1,565-57.4% | $2,422-72.4% | $2,757-75.8% |
| Participant deferral / active EE | $834 | $4,037-79.3% | $4,417-81.1% | $4,299-80.6% |
| Admin fee / account holder | $1,506 | $6,958-78.4% | $8,287-81.8% | $6,924-78.3% |