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.
Participant 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.)
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 | $15,757 | $57,140-72.4% | $85,240-81.5% | $80,959-80.5% |
| Participation rate | 7.1% | 56.4%-49.3pp | 67.5%-60.4pp | 67.7%-60.5pp |
| Annual return | 0.00% | 21.71%-21.7pp | 66.75%-66.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $233 | $3,115-92.5% | $4,527-94.8% | $4,300-94.6% |
| Admin fee / account holder | $1,573 | $4,992-68.5% | $6,165-74.5% | $6,925-77.3% |