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 | $25,979 | $34,932-25.6% | $56,441-54.0% | $74,546-65.2% |
| Participation rate | 6.6% | 32.9%-26.2pp | 52.5%-45.9pp | 67.2%-60.6pp |
| Annual return | 15.08% | 24.90%-9.8pp | 1704.21%-1689.1pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $78 | $608-87.2% | $1,039-92.5% | $2,624-97.0% |
| Participant deferral / active EE | $679 | $1,173-42.1% | $1,953-65.2% | $4,347-84.4% |
| Admin fee / account holder | $3,385 | $2,359+43.5% | $2,829+19.6% | $1,944+74.1% |