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 | $16,514 | $86,050-80.8% | $189,758-91.3% | $94,015-82.4% |
| Participation rate | 38.3% | 68.9%-30.6pp | 79.8%-41.5pp | 70.8%-32.5pp |
| Annual return | 19.15% | 17.77%+1.4pp | 52.62%-33.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $830 | $2,819-70.6% | $4,767-82.6% | $2,790-70.3% |
| Participant deferral / active EE | $1,837 | $3,349-45.2% | $5,856-68.6% | $4,249-56.8% |
| Admin fee / account holder | $904 | $6,627-86.4% | $20,388-95.6% | $8,951-89.9% |