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 | $77,964 | $154,228-49.4% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.86% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,978 | $4,804-38.0% | $4,554-34.6% | $4,156-28.3% |
| Participant deferral / active EE | $17,375 | $8,216+111.5% | $7,897+120.0% | $6,407+171.2% |
| Admin fee / account holder | $380 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |