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 | $11,149 | $57,140-80.5% | $85,240-86.9% | $80,959-86.2% |
| Participation rate | 42.2% | 56.4%-14.2pp | 67.5%-25.3pp | 67.7%-25.4pp |
| Annual return | 33.92% | 21.71%+12.2pp | 66.75%-32.8pp | 35.67%-1.8pp |
| Employer contribution / active EE | $760 | $1,802-57.8% | $2,735-72.2% | $2,757-72.5% |
| Participant deferral / active EE | $1,647 | $3,115-47.1% | $4,527-63.6% | $4,300-61.7% |
| Admin fee / account holder | $754 | $4,992-84.9% | $6,165-87.8% | $6,925-89.1% |