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 | $2,341 | $29,733-92.1% | $56,025-95.8% | $80,959-97.1% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1712.69%-1712.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $165 | $672-75.5% | $1,042-84.2% | $2,757-94.0% |
| Participant deferral / active EE | $232 | $1,229-81.1% | $1,955-88.1% | $4,300-94.6% |
| Admin fee / account holder | $1,880 | $2,434-22.7% | $2,828-33.5% | $6,925-72.9% |