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 | $24,698 | $75,541-67.3% | $152,093-83.8% | $82,637-70.1% |
| Participation rate | 65.3% | 66.5%-1.3pp | 77.8%-12.5pp | 68.1%-2.8pp |
| Annual return | 17.89% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,482 | $2,622-43.5% | $4,175-64.5% | $2,552-41.9% |
| Participant deferral / active EE | $2,894 | $3,206-9.7% | $5,451-46.9% | $4,126-29.8% |
| Admin fee / account holder | $3,228 | $6,405-49.6% | $14,497-77.7% | $7,339-56.0% |