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 | $20,238 | $100,203-79.8% | $85,240-76.3% | $145,897-86.1% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 10.13% | 84.28%-74.2pp | 66.75%-56.6pp | 552.29%-542.2pp |
| Employer contribution / active EE | $544 | $3,242-83.2% | $2,735-80.1% | $4,663-88.3% |
| Participant deferral / active EE | $651 | $5,299-87.7% | $4,527-85.6% | $6,689-90.3% |
| Admin fee / account holder | $2,125 | $7,265-70.8% | $6,165-65.5% | $13,390-84.1% |