Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,610 | $124,425-84.2% | $112,040-82.5% | $137,256-85.7% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 16.11% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,218 | $3,411-64.3% | $2,954-58.8% | $4,156-70.7% |
| Participant deferral / active EE | $2,158 | $5,718-62.3% | $5,098-57.7% | $6,407-66.3% |
| Admin fee / account holder | $873 | $15,207-94.3% | $12,098-92.8% | $12,270-92.9% |