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 | $121,436 | $183,592-33.9% | $155,567-21.9% | $145,959-16.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.98% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $267 | $5,315-95.0% | $4,674-94.3% | $4,661-94.3% |
| Participant deferral / active EE | $6,097 | $6,464-5.7% | $5,628+8.3% | $6,689-8.8% |
| Admin fee / account holder | $779 | $19,318-96.0% | $15,916-95.1% | $13,398-94.2% |