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 | $67,362 | $138,393-51.3% | $184,256-63.4% | $80,959-16.8% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.3pp | 67.7%-2.1pp |
| Annual return | -2.16% | 20.01%-22.2pp | 28.85%-31.0pp | 35.67%-37.8pp |
| Employer contribution / active EE | $2,858 | $4,847-41.0% | $6,427-55.5% | $2,757+3.7% |
| Participant deferral / active EE | $5,305 | $7,076-25.0% | $9,133-41.9% | $4,300+23.4% |
| Admin fee / account holder | $1,657 | $10,489-84.2% | $13,899-88.1% | $6,925-76.1% |