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 | $15,014 | $111,814-86.6% | $103,378-85.5% | $145,978-89.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 9.88% | 24.80%-14.9pp | 24.91%-15.0pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,881 | $4,215-55.4% | $3,870-51.4% | $4,662-59.7% |
| Participant deferral / active EE | $5,202 | $5,618-7.4% | $5,058+2.8% | $6,690-22.2% |
| Admin fee / account holder | $336 | $9,764-96.6% | $8,401-96.0% | $13,400-97.5% |