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 | $37,260 | $111,535-66.6% | $105,223-64.6% | $137,256-72.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 115.39% | 237.85%-122.5pp | 180.65%-65.3pp | 220.34%-105.0pp |
| Employer contribution / active EE | $1,845 | $3,939-53.2% | $3,689-50.0% | $4,156-55.6% |
| Participant deferral / active EE | $6,248 | $5,500+13.6% | $5,072+23.2% | $6,407-2.5% |
| Admin fee / account holder | $486 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |