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 | $46,310 | $135,956-65.9% | $123,894-62.6% | $273,972-83.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.18% | 56.63%-55.4pp | 47.52%-46.3pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,243 | $5,170-37.3% | $4,617-29.8% | $4,869-33.4% |
| Participant deferral / active EE | $7,194 | $6,343+13.4% | $5,984+20.2% | $5,287+36.1% |
| Admin fee / account holder | $3,495 | $9,817-64.4% | $8,357-58.2% | $10,133-65.5% |