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 | $17,148 | $54,690-68.6% | $76,030-77.4% | $74,478-77.0% |
| Participation rate | 23.5% | 60.3%-36.8pp | 69.1%-45.6pp | 67.2%-43.7pp |
| Annual return | 15.98% | 31.92%-15.9pp | 361.54%-345.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $563 | $1,781-68.4% | $2,688-79.1% | $2,626-78.6% |
| Participant deferral / active EE | $972 | $3,070-68.4% | $4,257-77.2% | $4,350-77.7% |
| Admin fee / account holder | $674 | $2,240-69.9% | $6,421-89.5% | $1,946-65.3% |