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 | $18,916 | $160,040-88.2% | $147,096-87.1% | $145,877-87.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.72% | 98.49%-91.8pp | 419.75%-413.0pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,875 | $5,289-64.6% | $4,936-62.0% | $4,663-59.8% |
| Participant deferral / active EE | $6,951 | $8,429-17.5% | $8,071-13.9% | $6,691+3.9% |
| Admin fee / account holder | $1,213 | $15,050-91.9% | $13,005-90.7% | $13,402-90.9% |