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 | $14,087 | $81,276-82.7% | $155,574-90.9% | $80,925-82.6% |
| Participation rate | 36.0% | 66.2%-30.2pp | 78.2%-42.2pp | 67.7%-31.7pp |
| Annual return | 17.71% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $484 | $3,103-84.4% | $4,676-89.6% | $2,756-82.4% |
| Participant deferral / active EE | $1,581 | $3,453-54.2% | $5,629-71.9% | $4,299-63.2% |
| Admin fee / account holder | $490 | $7,993-93.9% | $15,914-96.9% | $6,940-92.9% |