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 | $31,223 | $106,749-70.8% | $145,433-78.5% | $82,448-62.1% |
| Participation rate | 48.5% | 75.6%-27.2pp | 82.1%-33.6pp | 68.1%-19.6pp |
| Annual return | 26.49% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $1,924 | $3,444-44.1% | $4,554-57.8% | $2,551-24.6% |
| Participant deferral / active EE | $2,796 | $6,519-57.1% | $7,897-64.6% | $4,139-32.5% |
| Admin fee / account holder | $1,749 | $8,390-79.2% | $13,129-86.7% | $7,234-75.8% |