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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,317 | $110,410-69.8% | $102,437-67.5% | $145,897-77.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 7.89% | 24.85%-17.0pp | 24.95%-17.1pp | 552.29%-544.4pp |
| Employer contribution / active EE | $13,758 | $4,217+226.2% | $3,871+255.4% | $4,663+195.1% |
| Participant deferral / active EE | $56,371 | $5,622+902.8% | $5,060+1014.0% | $6,689+742.7% |
| Admin fee / account holder | $1,651 | $9,745-83.1% | $8,388-80.3% | $13,390-87.7% |