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 | $19,059 | $108,942-82.5% | $100,415-81.0% | $145,897-86.9% |
| Participation rate | 30.8% | 83.0%-52.2pp | 81.5%-50.7pp | 80.3%-49.5pp |
| Annual return | 58.99% | 58.27%+0.7pp | 49.47%+9.5pp | 552.29%-493.3pp |
| Employer contribution / active EE | $811 | $4,422-81.7% | $3,943-79.4% | $4,663-82.6% |
| Participant deferral / active EE | $2,182 | $8,461-74.2% | $8,091-73.0% | $6,689-67.4% |
| Admin fee / account holder | $1,294 | $9,702-86.7% | $7,906-83.6% | $13,390-90.3% |