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 | $98,862 | $76,407+29.4% | $150,298-34.2% | $82,448+19.9% |
| Participation rate | 29.5% | 66.4%-36.9pp | 77.8%-48.2pp | 68.1%-38.5pp |
| Annual return | 13.28% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $778 | $2,614-70.2% | $4,154-81.3% | $2,551-69.5% |
| Participant deferral / active EE | $1,559 | $3,214-51.5% | $5,453-71.4% | $4,139-62.3% |
| Admin fee / account holder | $2,680 | $6,352-57.8% | $14,116-81.0% | $7,234-63.0% |