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 | $20,843 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 39.4% | 66.4%-27.0pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 19.08% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $681 | $2,614-74.0% | $4,154-83.6% | $2,551-73.3% |
| Participant deferral / active EE | $1,709 | $3,214-46.8% | $5,453-68.7% | $4,139-58.7% |
| Admin fee / account holder | $1,626 | $6,352-74.4% | $14,116-88.5% | $7,234-77.5% |