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 | $33,050 | $82,133-59.8% | $147,318-77.6% | $64,097-48.4% |
| Participation rate | 20.3% | 62.3%-42.0pp | 82.1%-61.8pp | 55.2%-34.9pp |
| Annual return | 16.88% | 78.78%-61.9pp | 70.43%-53.5pp | 34.64%-17.8pp |
| Employer contribution / active EE | $464 | $2,872-83.8% | $4,593-89.9% | $1,891-75.5% |
| Participant deferral / active EE | $835 | $5,407-84.6% | $7,906-89.4% | $3,080-72.9% |
| Admin fee / account holder | $1,197 | $3,730-67.9% | $13,708-91.3% | $3,454-65.4% |