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 | $13,144 | $75,541-82.6% | $152,093-91.4% | $82,637-84.1% |
| Participation rate | 27.3% | 66.5%-39.3pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 15.43% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $371 | $2,622-85.9% | $4,175-91.1% | $2,552-85.5% |
| Participant deferral / active EE | $902 | $3,206-71.8% | $5,451-83.4% | $4,126-78.1% |
| Admin fee / account holder | $318 | $6,405-95.0% | $14,497-97.8% | $7,339-95.7% |