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 | $36,399 | $57,119-36.3% | $85,187-57.3% | $80,935-55.0% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 13.32% | 21.70%-8.4pp | 66.67%-53.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,119 | $1,802-37.9% | $2,732-59.0% | $2,757-59.4% |
| Participant deferral / active EE | $3,546 | $3,115+13.8% | $4,525-21.6% | $4,299-17.5% |
| Admin fee / account holder | $439 | $4,990-91.2% | $6,162-92.9% | $6,924-93.7% |