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 | $90,943 | $106,864-14.9% | $147,318-38.3% | $82,637+10.1% |
| Participation rate | 18.8% | 75.5%-56.8pp | 82.1%-63.3pp | 68.1%-49.3pp |
| Annual return | 16.45% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,042 | $3,417-69.5% | $4,593-77.3% | $2,552-59.2% |
| Participant deferral / active EE | $1,890 | $6,496-70.9% | $7,906-76.1% | $4,126-54.2% |
| Admin fee / account holder | $4,243 | $8,415-49.6% | $13,708-69.0% | $7,339-42.2% |