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 | $124,375 | $125,184-0.6% | $105,607+17.8% | $145,884-14.7% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 8.56% | 225.00%-216.4pp | 116.11%-107.5pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,102 | $3,720-16.6% | $3,167-2.1% | $4,662-33.5% |
| Participant deferral / active EE | $7,570 | $5,714+32.5% | $5,011+51.1% | $6,690+13.2% |
| Admin fee / account holder | $2,038 | $17,133-88.1% | $10,958-81.4% | $13,392-84.8% |