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 | $29,709 | $111,814-73.4% | $103,374-71.3% | $145,959-79.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.95% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,812 | $4,214-57.0% | $3,869-53.2% | $4,661-61.1% |
| Participant deferral / active EE | $3,210 | $5,618-42.9% | $5,058-36.5% | $6,689-52.0% |
| Admin fee / account holder | $4,818 | $9,754-50.6% | $8,394-42.6% | $13,398-64.0% |