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 | $15,656 | $81,331-80.8% | $155,534-89.9% | $80,935-80.7% |
| Participation rate | 26.1% | 66.3%-40.2pp | 78.2%-52.1pp | 67.7%-41.6pp |
| Annual return | 21.14% | 33.37%-12.2pp | 64.92%-43.8pp | 35.66%-14.5pp |
| Employer contribution / active EE | $407 | $3,105-86.9% | $4,675-91.3% | $2,757-85.2% |
| Participant deferral / active EE | $937 | $3,454-72.9% | $5,630-83.4% | $4,299-78.2% |
| Admin fee / account holder | $841 | $7,999-89.5% | $15,900-94.7% | $6,924-87.9% |