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 | $159,430 | $76,608+108.1% | $56,077+184.3% | $145,877+9.3% |
| Participation rate | 9.1% | 63.2%-54.2pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 11.52% | 3009.59%-2998.1pp | 1709.28%-1697.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $235 | $1,382-83.0% | $1,040-77.4% | $4,663-95.0% |
| Participant deferral / active EE | $1,091 | $2,624-58.4% | $1,954-44.2% | $6,691-83.7% |
| Admin fee / account holder | $1,894 | $3,325-43.0% | $2,825-33.0% | $13,402-85.9% |