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 | $17,253 | $108,922-84.2% | $100,398-82.8% | $145,978-88.2% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 17.96% | 58.04%-40.1pp | 49.32%-31.4pp | 550.52%-532.6pp |
| Employer contribution / active EE | $2,288 | $4,426-48.3% | $3,946-42.0% | $4,662-50.9% |
| Participant deferral / active EE | $5,376 | $8,450-36.4% | $8,084-33.5% | $6,690-19.6% |
| Admin fee / account holder | $799 | $9,680-91.7% | $7,893-89.9% | $13,400-94.0% |