Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,351 | $44,984-63.7% | $85,009-80.8% | $74,546-78.1% |
| Participation rate | 20.6% | 49.4%-28.8pp | 67.5%-46.9pp | 67.2%-46.6pp |
| Annual return | 15.83% | 26.25%-10.4pp | 66.47%-50.6pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $857 | $1,458-41.2% | $2,728-68.6% | $2,624-67.3% |
| Participant deferral / active EE | $1,385 | $2,733-49.3% | $4,522-69.4% | $4,347-68.1% |
| Admin fee / account holder | $1,146 | $2,208-48.1% | $6,153-81.4% | $1,944-41.0% |