Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,617 | $58,848-68.4% | $88,179-78.9% | $82,637-77.5% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.1%-5.1pp | 68.1%-4.1pp |
| Annual return | 14.36% | 22.76%-8.4pp | 64.97%-50.6pp | 53.51%-39.1pp |
| Employer contribution / active EE | $300 | $1,678-82.2% | $2,549-88.3% | $2,552-88.3% |
| Participant deferral / active EE | $1,139 | $3,124-63.5% | $4,614-75.3% | $4,126-72.4% |
| Admin fee / account holder | $1,143 | $4,795-76.2% | $7,673-85.1% | $7,339-84.4% |