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 | $188,498 | $162,136+16.3% | $152,301+23.8% | $154,746+21.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 3.47% | 91.02%-87.6pp | 80.50%-77.0pp | 172.34%-168.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,688 | $8,341-43.8% | $8,004-41.4% | $6,730-30.4% |
| Admin fee / account holder | $12,907 | $15,759-18.1% | $14,398-10.4% | $14,365-10.2% |