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.)
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 | $23,141 | $100,147-76.9% | $81,286-71.5% | $145,877-84.1% |
| Participation rate | 4.2% | 74.2%-70.1pp | 69.5%-65.4pp | 80.3%-76.1pp |
| Annual return | -26.34% | 34.44%-60.8pp | 24.80%-51.1pp | 551.28%-577.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $558 | $4,607-87.9% | $3,883-85.6% | $6,691-91.7% |
| Admin fee / account holder | $5,738 | $8,201-30.0% | $5,764-0.4% | $13,402-57.2% |