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 | $148,170 | $68,573+116.1% | $120,368+23.1% | $80,874+83.2% |
| Participation rate | 46.6% | 61.6%-15.0pp | 71.9%-25.3pp | 67.6%-21.1pp |
| Annual return | 10.78% | 23.61%-12.8pp | 107.26%-96.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,954 | $2,052+44.0% | $3,465-14.7% | $2,756+7.2% |
| Participant deferral / active EE | $2,954 | $3,174-6.9% | $4,991-40.8% | $4,297-31.3% |
| Admin fee / account holder | $13,706 | $5,734+139.0% | $9,429+45.4% | $6,935+97.6% |