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 | $53,193 | $100,194-46.9% | $122,979-56.7% | $86,983-38.8% |
| Participation rate | 67.6% | 73.0%-5.4pp | 77.2%-9.6pp | 69.5%-2.0pp |
| Annual return | 16.31% | 16.47%-0.2pp | 20.12%-3.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,475 | $2,326-36.6% | $3,062-51.8% | $2,584-42.9% |
| Participant deferral / active EE | $2,418 | $4,133-41.5% | $5,003-51.7% | $4,194-42.3% |
| Admin fee / account holder | $2,085 | $10,148-79.5% | $12,864-83.8% | $7,856-73.5% |