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 | $31,118 | $211,224-85.3% | $178,505-82.6% | $145,897-78.7% |
| Participation rate | 23.5% | 80.8%-57.3pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 9.86% | 30.28%-20.4pp | 27.16%-17.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $994 | $4,577-78.3% | $3,955-74.9% | $4,663-78.7% |
| Participant deferral / active EE | $3,804 | $6,966-45.4% | $6,280-39.4% | $6,689-43.1% |
| Admin fee / account holder | $3,290 | $12,109-72.8% | $10,428-68.4% | $13,390-75.4% |