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 | $29,562 | $81,504-63.7% | $102,437-71.1% | $80,959-63.5% |
| Participation rate | 43.2% | 66.9%-23.6pp | 74.5%-31.3pp | 67.7%-24.5pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.95%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,597 | $3,104-48.5% | $3,871-58.7% | $2,757-42.1% |
| Participant deferral / active EE | $2,720 | $3,871-29.7% | $5,060-46.2% | $4,300-36.7% |
| Admin fee / account holder | $1,329 | $6,719-80.2% | $8,388-84.2% | $6,925-80.8% |