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 | $19,970 | $71,230-72.0% | $93,727-78.7% | $80,959-75.3% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.7%-23.7pp |
| Annual return | 19.93% | 11.26%+8.7pp | 133.83%-113.9pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,191 | $1,565-23.9% | $2,421-50.8% | $2,757-56.8% |
| Participant deferral / active EE | $2,024 | $4,037-49.9% | $4,417-54.2% | $4,300-52.9% |
| Admin fee / account holder | $430 | $6,961-93.8% | $8,292-94.8% | $6,925-93.8% |