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 | $5,923 | $29,716-80.1% | $56,077-89.4% | $80,925-92.7% |
| Participation rate | 3.1% | 41.7%-38.6pp | 52.5%-49.4pp | 67.7%-64.6pp |
| Annual return | 17.28% | 35.30%-18.0pp | 1709.28%-1692.0pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $118 | $1,228-90.4% | $1,954-94.0% | $4,299-97.3% |
| Admin fee / account holder | $1,055 | $2,432-56.6% | $2,825-62.7% | $6,940-84.8% |