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 | $37,913 | $108,922-65.2% | $100,398-62.2% | $145,978-74.0% |
| Participation rate | 61.5% | 83.0%-21.4pp | 81.5%-20.0pp | 80.3%-18.8pp |
| Annual return | 58.65% | 58.04%+0.6pp | 49.32%+9.3pp | 550.52%-491.9pp |
| Employer contribution / active EE | $12,999 | $4,426+193.7% | $3,946+229.4% | $4,662+178.8% |
| Participant deferral / active EE | $20,376 | $8,450+141.1% | $8,084+152.1% | $6,690+204.6% |
| Admin fee / account holder | $3,533 | $9,680-63.5% | $7,893-55.2% | $13,400-73.6% |