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 | $28,749 | $78,013-63.1% | $178,449-83.9% | $80,911-64.5% |
| Participation rate | 34.9% | 65.7%-30.8pp | 77.1%-42.2pp | 67.6%-32.8pp |
| Annual return | 17.77% | 18.07%-0.3pp | 27.09%-9.3pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,089 | $2,287-52.4% | $3,951-72.4% | $2,756-60.5% |
| Participant deferral / active EE | $2,888 | $4,408-34.5% | $6,277-54.0% | $4,297-32.8% |
| Admin fee / account holder | $996 | $7,166-86.1% | $10,362-90.4% | $6,935-85.6% |