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 | $2,786 | $67,823-95.9% | $52,425-94.7% | $137,256-98.0% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 193.77% | 219.11%-25.3pp | 302.12%-108.4pp | 220.34%-26.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,818 | $2,288-20.5% | $1,790+1.6% | $6,407-71.6% |
| Admin fee / account holder | $473 | $2,844-83.4% | $2,495-81.0% | $12,270-96.1% |