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 | $33,325 | $45,126-26.2% | $85,187-60.9% | $74,459-55.2% |
| Participation rate | 15.2% | 49.4%-34.2pp | 67.5%-52.3pp | 67.2%-52.0pp |
| Annual return | 13.62% | 26.30%-12.7pp | 66.67%-53.0pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $50 | $1,460-96.6% | $2,732-98.2% | $2,626-98.1% |
| Participant deferral / active EE | $806 | $2,738-70.6% | $4,525-82.2% | $4,350-81.5% |
| Admin fee / account holder | $7,508 | $2,212+239.4% | $6,162+21.8% | $1,945+286.0% |