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 | $43,149 | $71,215-39.4% | $93,696-53.9% | $80,935-46.7% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.7%-38.2pp |
| Annual return | 110.69% | 11.27%+99.4pp | 133.74%-23.1pp | 35.66%+75.0pp |
| Employer contribution / active EE | $1,946 | $1,565+24.3% | $2,422-19.7% | $2,757-29.4% |
| Participant deferral / active EE | $3,715 | $4,037-8.0% | $4,417-15.9% | $4,299-13.6% |
| Admin fee / account holder | $3,416 | $6,958-50.9% | $8,287-58.8% | $6,924-50.7% |