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 | $19,417 | $117,829-83.5% | $102,423-81.0% | $145,877-86.7% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.64% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,321 | $3,615-63.5% | $3,023-56.3% | $4,663-71.7% |
| Participant deferral / active EE | $1,529 | $5,732-73.3% | $5,054-69.7% | $6,691-77.1% |
| Admin fee / account holder | $3,367 | $13,335-74.8% | $9,455-64.4% | $13,402-74.9% |