Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,442 | $76,407-69.3% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 25.3% | 66.4%-41.1pp | 77.8%-52.5pp | 68.1%-42.8pp |
| Annual return | 14.28% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $475 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $1,813 | $3,214-43.6% | $5,453-66.8% | $4,139-56.2% |
| Admin fee / account holder | $3,480 | $6,352-45.2% | $14,116-75.3% | $7,234-51.9% |