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.)
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 | $137,705 | $124,980+10.2% | $108,359+27.1% | $154,746-11.0% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 12.55% | 45.00%-32.4pp | 36.89%-24.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,044 | $2,851-63.4% | $2,399-56.5% | $4,379-76.2% |
| Participant deferral / active EE | $3,273 | $4,743-31.0% | $4,137-20.9% | $6,730-51.4% |
| Admin fee / account holder | $15,472 | $11,502+34.5% | $9,741+58.8% | $14,365+7.7% |