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 | $14,799 | $174,379-91.5% | $152,093-90.3% | $138,895-89.3% |
| Participation rate | 58.8% | 81.6%-22.8pp | 77.8%-18.9pp | 79.9%-21.1pp |
| Annual return | 30.84% | 74.86%-44.0pp | 66.36%-35.5pp | 145.39%-114.5pp |
| Employer contribution / active EE | $2,009 | $4,652-56.8% | $4,175-51.9% | $4,194-52.1% |
| Participant deferral / active EE | $2,910 | $6,159-52.8% | $5,451-46.6% | $6,396-54.5% |
| Admin fee / account holder | $711 | $16,880-95.8% | $14,497-95.1% | $12,562-94.3% |