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 | $51,698 | $49,976+3.4% | $66,674-22.5% | $82,637-37.4% |
| Participation rate | 58.1% | 63.1%-5.0pp | 73.7%-15.6pp | 68.1%-10.0pp |
| Annual return | 21.49% | 39.09%-17.6pp | 321.24%-299.7pp | 53.51%-32.0pp |
| Employer contribution / active EE | $2,729 | $1,988+37.3% | $2,620+4.2% | $2,552+6.9% |
| Participant deferral / active EE | $7,468 | $2,847+162.3% | $4,084+82.9% | $4,126+81.0% |
| Admin fee / account holder | $1,470 | $4,594-68.0% | $5,098-71.2% | $7,339-80.0% |