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 | $195,997 | $160,040+22.5% | $147,096+33.2% | $145,877+34.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 65.55% | 98.49%-32.9pp | 419.75%-354.2pp | 551.28%-485.7pp |
| Employer contribution / active EE | $962 | $5,289-81.8% | $4,936-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $7,115 | $8,429-15.6% | $8,071-11.8% | $6,691+6.3% |
| Admin fee / account holder | $2,271 | $15,050-84.9% | $13,005-82.5% | $13,402-83.1% |