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 | $87,863 | $168,626-47.9% | $133,698-34.3% | $145,897-39.8% |
| Participation rate | 15.8% | 80.4%-64.6pp | 76.4%-60.6pp | 80.3%-64.5pp |
| Annual return | 9.59% | 1168.99%-1159.4pp | 580.90%-571.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $679 | $5,290-87.2% | $4,218-83.9% | $4,663-85.4% |
| Participant deferral / active EE | $3,180 | $8,688-63.4% | $7,016-54.7% | $6,689-52.5% |
| Admin fee / account holder | $1,624 | $9,638-83.1% | $6,703-75.8% | $13,390-87.9% |