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 | $15,078 | $29,716-49.3% | $56,077-73.1% | $80,925-81.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 38.98% | 35.30%+3.7pp | 1709.28%-1670.3pp | 35.65%+3.3pp |
| Employer contribution / active EE | $335 | $671-50.1% | $1,040-67.8% | $2,756-87.9% |
| Participant deferral / active EE | $1,800 | $1,228+46.5% | $1,954-7.9% | $4,299-58.1% |
| Admin fee / account holder | $1,166 | $2,432-52.0% | $2,825-58.7% | $6,940-83.2% |