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 | $29,003 | $154,754-81.3% | $124,206-76.6% | $138,895-79.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.6%-44.6pp | 79.9%-54.9pp |
| Annual return | 16.56% | 709.28%-692.7pp | 515.27%-498.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $351 | $4,446-92.1% | $3,540-90.1% | $4,194-91.6% |
| Participant deferral / active EE | $1,002 | $4,621-78.3% | $3,968-74.7% | $6,396-84.3% |
| Admin fee / account holder | $1,726 | $6,690-74.2% | $5,929-70.9% | $12,562-86.3% |