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 | $5,787 | $29,736-80.5% | $56,033-89.7% | $80,935-92.8% |
| Participation rate | 2.1% | 41.7%-39.6pp | 52.5%-50.4pp | 67.7%-65.5pp |
| Annual return | 21.84% | 35.28%-13.4pp | 1711.38%-1689.5pp | 35.66%-13.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $88 | $1,228-92.9% | $1,954-95.5% | $4,299-98.0% |
| Admin fee / account holder | $732 | $2,434-69.9% | $2,827-74.1% | $6,924-89.4% |