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 | $42,887 | $64,768-33.8% | $76,327-43.8% | $77,736-44.8% |
| Participation rate | 20.0% | 72.6%-52.6pp | 79.2%-59.2pp | 70.6%-50.6pp |
| Annual return | 13.26% | 13.90%-0.6pp | 13.79%-0.5pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,078 | $2,747-60.7% | $4,584-76.5% | $2,728-60.5% |
| Participant deferral / active EE | $1,721 | $3,709-53.6% | $5,478-68.6% | $4,651-63.0% |
| Admin fee / account holder | $1,608 | $1,025+56.8% | $5,139-68.7% | $433+271.0% |