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 | $11,897 | $81,358-85.4% | $155,556-92.4% | $80,959-85.3% |
| Participation rate | 32.1% | 66.3%-34.2pp | 78.2%-46.1pp | 67.7%-35.6pp |
| Annual return | 16.25% | 33.39%-17.1pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $635 | $3,106-79.6% | $4,675-86.4% | $2,757-77.0% |
| Participant deferral / active EE | $1,086 | $3,455-68.6% | $5,631-80.7% | $4,300-74.7% |
| Admin fee / account holder | $335 | $7,994-95.8% | $15,885-97.9% | $6,925-95.2% |