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.)
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 | $13,104 | $88,702-85.2% | $81,780-84.0% | $145,978-91.0% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 7.27% | 1029.12%-1021.8pp | 776.27%-769.0pp | 550.52%-543.2pp |
| Employer contribution / active EE | $261 | $3,084-91.5% | $2,914-91.0% | $4,662-94.4% |
| Participant deferral / active EE | $733 | $4,645-84.2% | $4,321-83.0% | $6,690-89.0% |
| Admin fee / account holder | $1,977 | $8,414-76.5% | $7,384-73.2% | $13,400-85.3% |