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 | $74,463 | $54,213+37.4% | $93,696-20.5% | $77,736-4.2% |
| Participation rate | 20.8% | 64.0%-43.2pp | 68.7%-48.0pp | 70.6%-49.8pp |
| Annual return | 0.00% | 30.55%-30.6pp | 133.74%-133.7pp | 31.26%-31.3pp |
| Employer contribution / active EE | $547 | $1,168-53.1% | $2,422-77.4% | $2,728-79.9% |
| Participant deferral / active EE | $1,057 | $3,145-66.4% | $4,417-76.1% | $4,651-77.3% |
| Admin fee / account holder | $6,023 | $575+947.9% | $8,287-27.3% | $433+1290.1% |