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 | $109,451 | $129,737-15.6% | $119,126-8.1% | $154,746-29.3% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 23.46% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $899 | $4,375-79.5% | $4,034-77.7% | $4,379-79.5% |
| Participant deferral / active EE | $8,148 | $5,842+39.5% | $5,318+53.2% | $6,730+21.1% |
| Admin fee / account holder | $450 | $11,961-96.2% | $10,693-95.8% | $14,365-96.9% |