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 | $18,680 | $124,980-85.1% | $108,359-82.8% | $154,746-87.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 17.84% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,261 | $2,851-55.8% | $2,399-47.4% | $4,379-71.2% |
| Participant deferral / active EE | $3,310 | $4,743-30.2% | $4,137-20.0% | $6,730-50.8% |
| Admin fee / account holder | $2,096 | $11,502-81.8% | $9,741-78.5% | $14,365-85.4% |