Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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 | $11,640 | $81,358-85.7% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 16.32% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,307 | $3,106-57.9% | $4,675-72.0% | $2,757-52.6% |
| Participant deferral / active EE | $2,030 | $3,455-41.2% | $5,631-63.9% | $4,300-52.8% |
| Admin fee / account holder | $4,871 | $7,994-39.1% | $15,885-69.3% | $6,925-29.7% |