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 | $28,550 | $63,354-54.9% | $94,105-69.7% | $82,637-65.5% |
| Participation rate | 25.6% | 63.8%-38.2pp | 71.9%-46.4pp | 68.1%-42.5pp |
| Annual return | 19.77% | 34.36%-14.6pp | 204.55%-184.8pp | 53.51%-33.7pp |
| Employer contribution / active EE | $984 | $1,760-44.1% | $2,504-60.7% | $2,552-61.5% |
| Participant deferral / active EE | $1,861 | $2,873-35.2% | $3,881-52.0% | $4,126-54.9% |
| Admin fee / account holder | $309 | $5,073-93.9% | $6,199-95.0% | $7,339-95.8% |