Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,249 | $110,379-78.9% | $102,412-77.3% | $145,884-84.1% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 10.93% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,241 | $4,216-70.6% | $3,870-67.9% | $4,662-73.4% |
| Participant deferral / active EE | $1,695 | $5,622-69.8% | $5,060-66.5% | $6,690-74.7% |
| Admin fee / account holder | $2,227 | $9,745-77.1% | $8,388-73.4% | $13,392-83.4% |