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 | $15,151 | $81,331-81.4% | $155,534-90.3% | $80,935-81.3% |
| Participation rate | 24.0% | 66.3%-42.3pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 17.51% | 33.37%-15.9pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,113 | $3,105-32.0% | $4,675-54.8% | $2,757-23.4% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $333 | $7,999-95.8% | $15,900-97.9% | $6,924-95.2% |