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.
Participant 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 | $9,994 | $57,073-82.5% | $85,126-88.3% | $80,925-87.6% |
| Participation rate | 25.4% | 56.4%-31.0pp | 67.5%-42.2pp | 67.7%-42.3pp |
| Annual return | 11.54% | 21.69%-10.2pp | 66.63%-55.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $423 | $1,801-76.5% | $2,731-84.5% | $2,756-84.7% |
| Participant deferral / active EE | $576 | $3,113-81.5% | $4,523-87.3% | $4,299-86.6% |
| Admin fee / account holder | $1,482 | $4,988-70.3% | $6,160-75.9% | $6,940-78.6% |