Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,524 | $78,690-77.7% | $161,489-89.1% | $87,485-80.0% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 15.43% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,092 | $2,588-57.8% | $4,268-74.4% | $2,596-57.9% |
| Participant deferral / active EE | $2,608 | $3,311-21.2% | $5,630-53.7% | $4,274-39.0% |
| Admin fee / account holder | $1,195 | $6,724-82.2% | $16,006-92.5% | $7,775-84.6% |