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 | $13,766 | $81,331-83.1% | $155,534-91.1% | $80,935-83.0% |
| Participation rate | 24.2% | 66.3%-42.0pp | 78.2%-54.0pp | 67.7%-43.4pp |
| Annual return | 15.20% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $637 | $3,105-79.5% | $4,675-86.4% | $2,757-76.9% |
| Participant deferral / active EE | $1,473 | $3,454-57.4% | $5,630-73.8% | $4,299-65.7% |
| Admin fee / account holder | $1,826 | $7,999-77.2% | $15,900-88.5% | $6,924-73.6% |