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 | $43,980 | $102,382-57.0% | $147,005-70.1% | $80,874-45.6% |
| Participation rate | 14.3% | 75.8%-61.6pp | 82.2%-67.9pp | 67.6%-53.4pp |
| Annual return | 187.02% | 134.89%+52.1pp | 418.76%-231.7pp | 35.62%+151.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $237 | $6,646-96.4% | $8,070-97.1% | $4,297-94.5% |
| Admin fee / account holder | $3,756 | $7,942-52.7% | $13,006-71.1% | $6,935-45.8% |