Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,133 | $42,909-43.8% | $152,093-84.1% | $71,012-66.0% |
| Participation rate | 37.1% | 54.7%-17.5pp | 77.8%-40.6pp | 58.6%-21.4pp |
| Annual return | 21.53% | 30.57%-9.0pp | 66.36%-44.8pp | 37.67%-16.1pp |
| Employer contribution / active EE | $755 | $1,369-44.8% | $4,175-81.9% | $2,348-67.8% |
| Participant deferral / active EE | $1,943 | $1,904+2.1% | $5,451-64.4% | $3,246-40.1% |
| Admin fee / account holder | $1,539 | $1,014+51.8% | $14,497-89.4% | $1,167+31.9% |