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 | $27,104 | $110,379-75.4% | $102,412-73.5% | $145,884-81.4% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 13.28% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,778 | $4,216-57.8% | $3,870-54.1% | $4,662-61.9% |
| Participant deferral / active EE | $3,076 | $5,622-45.3% | $5,060-39.2% | $6,690-54.0% |
| Admin fee / account holder | $3,078 | $9,745-68.4% | $8,388-63.3% | $13,392-77.0% |