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 | $34,344 | $57,073-39.8% | $85,126-59.7% | $80,925-57.6% |
| Participation rate | 15.7% | 56.4%-40.7pp | 67.5%-51.8pp | 67.7%-52.0pp |
| Annual return | 9.59% | 21.69%-12.1pp | 66.63%-57.0pp | 35.65%-26.1pp |
| Employer contribution / active EE | $2,461 | $1,801+36.7% | $2,731-9.9% | $2,756-10.7% |
| Participant deferral / active EE | $1,474 | $3,113-52.6% | $4,523-67.4% | $4,299-65.7% |
| Admin fee / account holder | $11,319 | $4,988+126.9% | $6,160+83.7% | $6,940+63.1% |