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 | $13,316 | $77,901-82.9% | $149,717-91.1% | $75,181-82.3% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.3pp |
| Annual return | 24.79% | 31.73%-6.9pp | 134.41%-109.6pp | 160.69%-135.9pp |
| Employer contribution / active EE | $518 | $3,137-83.5% | $4,820-89.3% | $2,671-80.6% |
| Participant deferral / active EE | $1,337 | $3,411-60.8% | $5,682-76.5% | $4,126-67.6% |
| Admin fee / account holder | $425 | $5,949-92.9% | $13,213-96.8% | $5,650-92.5% |