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.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,021 | $126,661+172.4% | $113,397+204.3% | $138,895+148.4% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.5%-40.8pp | 79.9%-44.2pp |
| Annual return | 9.33% | 25.05%-15.7pp | 23.20%-13.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,210 | $5,693-78.7% | $5,076-76.2% | $6,396-81.1% |
| Admin fee / account holder | $3,526 | $14,549-75.8% | $11,957-70.5% | $12,562-71.9% |