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 | $20,485 | $110,240-81.4% | $96,544-78.8% | $139,487-85.3% |
| Participation rate | 56.3% | 78.1%-21.9pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 14.18% | 26.41%-12.2pp | 25.88%-11.7pp | 373.84%-359.7pp |
| Employer contribution / active EE | $1,025 | $3,622-71.7% | $2,966-65.4% | $4,755-78.4% |
| Participant deferral / active EE | $2,018 | $5,549-63.6% | $4,851-58.4% | $6,713-69.9% |
| Admin fee / account holder | $1,545 | $11,602-86.7% | $8,254-81.3% | $11,407-86.5% |