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 | $80,150 | $154,228-48.0% | $145,433-44.9% | $137,256-41.6% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 23.82% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,310 | $4,804-72.7% | $4,554-71.2% | $4,156-68.5% |
| Participant deferral / active EE | $4,344 | $8,216-47.1% | $7,897-45.0% | $6,407-32.2% |
| Admin fee / account holder | $1,497 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |