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 | $46,608 | $58,275-20.0% | $81,844-43.1% | $80,935-42.4% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.0pp | 67.7%-34.3pp |
| Annual return | 14.06% | 41.82%-27.8pp | 778.87%-764.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $758 | $2,346-67.7% | $2,916-74.0% | $2,757-72.5% |
| Participant deferral / active EE | $2,180 | $3,285-33.7% | $4,323-49.6% | $4,299-49.3% |
| Admin fee / account holder | $1,074 | $4,749-77.4% | $7,355-85.4% | $6,924-84.5% |