Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,219 | $106,749-77.3% | $145,433-83.3% | $82,448-70.6% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 21.13% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $677 | $3,444-80.3% | $4,554-85.1% | $2,551-73.5% |
| Participant deferral / active EE | $3,570 | $6,519-45.2% | $7,897-54.8% | $4,139-13.8% |
| Admin fee / account holder | $2,322 | $8,390-72.3% | $13,129-82.3% | $7,234-67.9% |