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 | $20,990 | $86,050-75.6% | $189,758-88.9% | $94,015-77.7% |
| Participation rate | 27.3% | 68.9%-41.6pp | 79.8%-52.5pp | 70.8%-43.5pp |
| Annual return | 17.68% | 17.77%-0.1pp | 52.62%-34.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $485 | $2,819-82.8% | $4,767-89.8% | $2,790-82.6% |
| Participant deferral / active EE | $1,553 | $3,349-53.6% | $5,856-73.5% | $4,249-63.5% |
| Admin fee / account holder | $1,999 | $6,627-69.8% | $20,388-90.2% | $8,951-77.7% |