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 | $15,441 | $75,541-79.6% | $152,093-89.8% | $82,637-81.3% |
| Participation rate | 34.5% | 66.5%-32.1pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 17.66% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,033 | $2,622-60.6% | $4,175-75.3% | $2,552-59.5% |
| Participant deferral / active EE | $2,145 | $3,206-33.1% | $5,451-60.7% | $4,126-48.0% |
| Admin fee / account holder | $4,959 | $6,405-22.6% | $14,497-65.8% | $7,339-32.4% |