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.
Employer 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 | $68,481 | $114,119-40.0% | $107,187-36.1% | $138,895-50.7% |
| Participation rate | 21.4% | 78.1%-56.6pp | 75.0%-53.6pp | 79.9%-58.5pp |
| Annual return | 19.85% | 273.21%-253.4pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $666 | $4,059-83.6% | $3,782-82.4% | $4,194-84.1% |
| Participant deferral / active EE | $6,118 | $5,538+10.5% | $5,096+20.1% | $6,396-4.4% |
| Admin fee / account holder | $829 | $10,024-91.7% | $9,162-91.0% | $12,562-93.4% |