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 | $42,621 | $51,604-17.4% | $129,295-67.0% | $80,874-47.3% |
| Participation rate | 32.8% | 57.0%-24.1pp | 69.6%-36.8pp | 67.6%-34.8pp |
| Annual return | -0.34% | 20.76%-21.1pp | 9429.28%-9429.6pp | 35.62%-36.0pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,302 | $2,670-13.8% | $4,169-44.8% | $4,297-46.4% |
| Admin fee / account holder | $63,461 | $4,310+1372.5% | $7,665+727.9% | $6,935+815.0% |