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 | $85,623 | $48,337+77.1% | $67,560+26.7% | $80,959+5.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 12.84% | 18.26%-5.4pp | 3533.50%-3520.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $487 | $2,023-75.9% | $2,737-82.2% | $2,757-82.3% |
| Participant deferral / active EE | $1,851 | $2,928-36.8% | $4,004-53.8% | $4,300-57.0% |
| Admin fee / account holder | $533 | $3,695-85.6% | $3,994-86.6% | $6,925-92.3% |