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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,857 | $81,331-55.9% | $155,534-76.9% | $80,935-55.7% |
| Participation rate | 41.4% | 66.3%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 7.22% | 33.37%-26.2pp | 64.92%-57.7pp | 35.66%-28.4pp |
| Employer contribution / active EE | $777 | $3,105-75.0% | $4,675-83.4% | $2,757-71.8% |
| Participant deferral / active EE | $2,719 | $3,454-21.3% | $5,630-51.7% | $4,299-36.8% |
| Admin fee / account holder | $1,787 | $7,999-77.7% | $15,900-88.8% | $6,924-74.2% |