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 | $19,061 | $81,358-76.6% | $155,556-87.7% | $80,959-76.5% |
| Participation rate | 48.3% | 66.3%-17.9pp | 78.2%-29.9pp | 67.7%-19.3pp |
| Annual return | 12.21% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,316 | $3,106-57.6% | $4,675-71.9% | $2,757-52.3% |
| Participant deferral / active EE | $2,157 | $3,455-37.6% | $5,631-61.7% | $4,300-49.8% |
| Admin fee / account holder | $1,108 | $7,994-86.1% | $15,885-93.0% | $6,925-84.0% |