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 | $14,604 | $81,358-82.1% | $155,556-90.6% | $80,959-82.0% |
| Participation rate | 38.9% | 66.3%-27.4pp | 78.2%-39.3pp | 67.7%-28.8pp |
| Annual return | 20.13% | 33.39%-13.3pp | 64.84%-44.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,052 | $3,106-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $2,271 | $3,455-34.3% | $5,631-59.7% | $4,300-47.2% |
| Admin fee / account holder | $1,397 | $7,994-82.5% | $15,885-91.2% | $6,925-79.8% |