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 | $328,528 | $112,184+192.8% | - | $145,884+125.2% |
| Participation rate | 14.3% | 68.9%-54.6pp | - | 80.3%-66.0pp |
| Annual return | 6.26% | 21.73%-15.5pp | - | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $43 | $5,637-99.2% | - | $6,690-99.4% |
| Admin fee / account holder | $1,657 | $6,256-73.5% | - | $13,392-87.6% |