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 | $40,888 | $86,949-53.0% | $102,460-60.1% | $80,959-49.5% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.8pp |
| Annual return | 16.39% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,208 | $2,370-49.0% | $3,025-60.1% | $2,757-56.2% |
| Participant deferral / active EE | $5,835 | $4,121+41.6% | $5,056+15.4% | $4,300+35.7% |
| Admin fee / account holder | $1,198 | $8,048-85.1% | $9,460-87.3% | $6,925-82.7% |