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 | $17,960 | $91,086-80.3% | $203,872-91.2% | $86,983-79.4% |
| Participation rate | 56.7% | 65.8%-9.2pp | 77.8%-21.1pp | 69.5%-12.9pp |
| Annual return | 15.57% | 22.30%-6.7pp | 85.11%-69.5pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,234 | $2,063-40.2% | $3,757-67.2% | $2,584-52.3% |
| Participant deferral / active EE | $2,308 | $4,019-42.6% | $6,388-63.9% | $4,194-45.0% |
| Admin fee / account holder | $3,500 | $8,987-61.1% | $11,730-70.2% | $7,856-55.5% |