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 | $151,568 | $95,453+58.8% | $112,040+35.3% | $82,448+83.8% |
| Participation rate | 60.5% | 72.8%-12.2pp | 76.5%-16.0pp | 68.1%-7.5pp |
| Annual return | 16.54% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,318 | $4,224+191.6% | $5,098+141.6% | $4,139+197.6% |
| Admin fee / account holder | $3,212 | $9,013-64.4% | $12,098-73.4% | $7,234-55.6% |