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 | $18,217 | $55,902-67.4% | $76,030-76.0% | $80,959-77.5% |
| Participation rate | 46.6% | 62.1%-15.5pp | 69.1%-22.5pp | 67.7%-21.1pp |
| Annual return | 12.56% | 20.59%-8.0pp | 361.54%-349.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,214 | $1,867-34.9% | $2,688-54.8% | $2,757-56.0% |
| Participant deferral / active EE | $1,979 | $3,051-35.1% | $4,257-53.5% | $4,300-54.0% |
| Admin fee / account holder | $1,157 | $5,239-77.9% | $6,421-82.0% | $6,925-83.3% |