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.)
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 | $26,463 | $160,028-83.5% | $147,080-82.0% | $145,884-81.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.93% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,978 | $5,286-62.6% | $4,933-59.9% | $4,662-57.6% |
| Participant deferral / active EE | $2,258 | $8,422-73.2% | $8,066-72.0% | $6,690-66.2% |
| Admin fee / account holder | $1,313 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |