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 | $66,853 | $142,354-53.0% | $125,529-46.7% | $155,188-56.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.7%-34.7pp | 80.8%-40.8pp |
| Annual return | 0.00% | 306.06%-306.1pp | 202.56%-202.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,676 | $5,491-69.5% | $4,813-65.2% | $6,531-74.3% |
| Admin fee / account holder | $497 | $19,392-97.4% | $16,298-97.0% | $14,480-96.6% |