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 | $16,874 | $85,094-80.2% | $76,327-77.9% | $145,884-88.4% |
| Participation rate | 28.6% | 82.9%-54.3pp | 79.2%-50.6pp | 80.3%-51.7pp |
| Annual return | 31.97% | 13.13%+18.8pp | 13.79%+18.2pp | 551.85%-519.9pp |
| Employer contribution / active EE | $931 | $5,261-82.3% | $4,584-79.7% | $4,662-80.0% |
| Participant deferral / active EE | $4,854 | $6,390-24.0% | $5,478-11.4% | $6,690-27.4% |
| Admin fee / account holder | $937 | $5,773-83.8% | $5,139-81.8% | $13,392-93.0% |