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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,792 | $183,592-84.9% | $155,567-82.1% | $145,959-81.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -44.14% | 61.24%-105.4pp | 64.74%-108.9pp | 561.95%-606.1pp |
| Employer contribution / active EE | $652 | $5,315-87.7% | $4,674-86.1% | $4,661-86.0% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $4,649 | $19,318-75.9% | $15,916-70.8% | $13,398-65.3% |