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 | $17,475 | $75,541-76.9% | $152,093-88.5% | $82,637-78.9% |
| Participation rate | 18.0% | 66.5%-48.5pp | 77.8%-59.8pp | 68.1%-50.1pp |
| Annual return | 20.05% | 32.56%-12.5pp | 66.36%-46.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $518 | $2,622-80.3% | $4,175-87.6% | $2,552-79.7% |
| Participant deferral / active EE | $1,424 | $3,206-55.6% | $5,451-73.9% | $4,126-65.5% |
| Admin fee / account holder | $2,147 | $6,405-66.5% | $14,497-85.2% | $7,339-70.7% |