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 | $55,988 | $172,111-67.5% | $150,298-62.7% | $137,256-59.2% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 7.18% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,202 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $3,057 | $6,166-50.4% | $5,453-43.9% | $6,407-52.3% |
| Admin fee / account holder | $1,530 | $16,471-90.7% | $14,116-89.2% | $12,270-87.5% |