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 | $17,993 | $61,125-70.6% | $94,057-80.9% | $87,485-79.4% |
| Participation rate | 34.2% | 64.1%-29.9pp | 73.3%-39.1pp | 68.9%-34.7pp |
| Annual return | 24.50% | 35.20%-10.7pp | 480.62%-456.1pp | 26.06%-1.6pp |
| Employer contribution / active EE | $784 | $2,136-63.3% | $2,933-73.3% | $2,596-69.8% |
| Participant deferral / active EE | $1,862 | $3,260-42.9% | $4,709-60.5% | $4,274-56.4% |
| Admin fee / account holder | $517 | $5,629-90.8% | $7,244-92.9% | $7,775-93.4% |