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 | $25,110 | $76,522-67.2% | $56,033-55.2% | $145,884-82.8% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 21.23% | 3014.28%-2993.0pp | 1711.38%-1690.1pp | 551.85%-530.6pp |
| Employer contribution / active EE | $2,167 | $1,382+56.8% | $1,041+108.2% | $4,662-53.5% |
| Participant deferral / active EE | $4,950 | $2,624+88.6% | $1,954+153.3% | $6,690-26.0% |
| Admin fee / account holder | $440 | $3,328-86.8% | $2,827-84.4% | $13,392-96.7% |