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 | $42,292 | $129,737-67.4% | $119,126-64.5% | $154,746-72.7% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 49.75% | 379.08%-329.3pp | 282.11%-232.4pp | 172.34%-122.6pp |
| Employer contribution / active EE | $896 | $4,375-79.5% | $4,034-77.8% | $4,379-79.5% |
| Participant deferral / active EE | $1,835 | $5,842-68.6% | $5,318-65.5% | $6,730-72.7% |
| Admin fee / account holder | $695 | $11,961-94.2% | $10,693-93.5% | $14,365-95.2% |