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 | $59,001 | $110,410-46.6% | $102,437-42.4% | $145,897-59.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 21.47% | 24.85%-3.4pp | 24.95%-3.5pp | 552.29%-530.8pp |
| Employer contribution / active EE | $1,755 | $4,217-58.4% | $3,871-54.6% | $4,663-62.4% |
| Participant deferral / active EE | $5,726 | $5,622+1.9% | $5,060+13.2% | $6,689-14.4% |
| Admin fee / account holder | $316 | $9,745-96.8% | $8,388-96.2% | $13,390-97.6% |