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 | $238,170 | $174,379+36.6% | $152,093+56.6% | $138,895+71.5% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 7.27% | 74.86%-67.6pp | 66.36%-59.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,011 | $4,652-78.3% | $4,175-75.8% | $4,194-75.9% |
| Participant deferral / active EE | $6,186 | $6,159+0.4% | $5,451+13.5% | $6,396-3.3% |
| Admin fee / account holder | $3,192 | $16,880-81.1% | $14,497-78.0% | $12,562-74.6% |