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 | $27,040 | $117,846-77.1% | $102,434-73.6% | $145,884-81.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 13.50% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,498 | $3,615-58.6% | $3,023-50.4% | $4,662-67.9% |
| Participant deferral / active EE | $4,055 | $5,733-29.3% | $5,055-19.8% | $6,690-39.4% |
| Admin fee / account holder | $1,034 | $13,356-92.3% | $9,462-89.1% | $13,392-92.3% |