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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,953 | $169,336-91.8% | $129,384-89.2% | $145,884-90.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 0.29% | 14408.70%-14408.4pp | 9461.77%-9461.5pp | 551.85%-551.6pp |
| Employer contribution / active EE | $1,262 | $5,540-77.2% | $4,153-69.6% | $4,662-72.9% |
| Participant deferral / active EE | $1,389 | $4,985-72.1% | $4,166-66.7% | $6,690-79.2% |
| Admin fee / account holder | $702 | $9,912-92.9% | $7,686-90.9% | $13,392-94.8% |