Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,821 | $102,609-86.5% | $98,090-85.9% | $138,895-90.0% |
| Participation rate | 61.5% | 82.8%-21.2pp | 81.5%-20.0pp | 79.9%-18.4pp |
| Annual return | 18.58% | 36.44%-17.9pp | 37.05%-18.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,281 | $3,867-66.9% | $3,606-64.5% | $4,194-69.5% |
| Participant deferral / active EE | $2,428 | $8,167-70.3% | $7,845-69.0% | $6,396-62.0% |
| Admin fee / account holder | $3,926 | $11,434-65.7% | $11,815-66.8% | $12,562-68.7% |