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 | $247,107 | $106,280+132.5% | $96,538+156.0% | $139,487+77.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 28.42% | 38.48%-10.1pp | 35.74%-7.3pp | 373.84%-345.4pp |
| Employer contribution / active EE | $42,396 | $4,107+932.3% | $3,740+1033.5% | $4,755+791.7% |
| Participant deferral / active EE | $15,000 | $5,457+174.9% | $4,880+207.3% | $6,713+123.5% |
| Admin fee / account holder | $1,404 | $7,888-82.2% | $6,737-79.2% | $11,407-87.7% |