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 | $57,574 | $106,864-46.1% | $147,318-60.9% | $82,637-30.3% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.1%-18.3pp | 68.1%-4.3pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,257 | $6,496-34.5% | $7,906-46.2% | $4,126+3.2% |
| Admin fee / account holder | $4,176 | $8,415-50.4% | $13,708-69.5% | $7,339-43.1% |