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 | $23,434 | $55,902-58.1% | $76,030-69.2% | $80,959-71.1% |
| Participation rate | 41.4% | 62.1%-20.7pp | 69.1%-27.7pp | 67.7%-26.3pp |
| Annual return | 17.57% | 20.59%-3.0pp | 361.54%-344.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,269 | $1,867-32.0% | $2,688-52.8% | $2,757-54.0% |
| Participant deferral / active EE | $2,219 | $3,051-27.3% | $4,257-47.9% | $4,300-48.4% |
| Admin fee / account holder | $966 | $5,239-81.6% | $6,421-85.0% | $6,925-86.1% |