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 | $17,866 | $211,288-91.5% | $178,540-90.0% | $145,884-87.8% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 15.54% | 30.27%-14.7pp | 27.15%-11.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,140 | $4,574-75.1% | $3,953-71.2% | $4,662-75.5% |
| Participant deferral / active EE | $2,143 | $6,967-69.2% | $6,281-65.9% | $6,690-68.0% |
| Admin fee / account holder | $1,199 | $12,105-90.1% | $10,424-88.5% | $13,392-91.1% |