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 | $23,419 | $81,504-71.3% | $102,437-77.1% | $80,959-71.1% |
| Participation rate | 14.3% | 66.9%-52.6pp | 74.5%-60.2pp | 67.7%-53.4pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $683 | $3,104-78.0% | $3,871-82.4% | $2,757-75.2% |
| Participant deferral / active EE | $1,788 | $3,871-53.8% | $5,060-64.7% | $4,300-58.4% |
| Admin fee / account holder | $454 | $6,719-93.2% | $8,388-94.6% | $6,925-93.4% |