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 | $82,607 | $62,242+32.7% | $105,582-21.8% | $69,733+18.5% |
| Participation rate | 39.5% | 47.3%-7.8pp | 71.8%-32.3pp | 62.5%-22.9pp |
| Annual return | 26.68% | 15.40%+11.3pp | 18.61%+8.1pp | 15.22%+11.5pp |
| Employer contribution / active EE | $1,552 | $1,558-0.4% | $2,984-48.0% | $2,250-31.1% |
| Participant deferral / active EE | $2,904 | $2,462+18.0% | $4,353-33.3% | $3,054-4.9% |
| Admin fee / account holder | $3,330 | $4,615-27.8% | $12,856-74.1% | $3,102+7.4% |