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 | $30,712 | $106,864-71.3% | $147,318-79.2% | $82,637-62.8% |
| Participation rate | 31.5% | 75.5%-44.0pp | 82.1%-50.6pp | 68.1%-36.6pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,138 | $6,496-82.5% | $7,906-85.6% | $4,126-72.4% |
| Admin fee / account holder | $2,318 | $8,415-72.5% | $13,708-83.1% | $7,339-68.4% |