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 | $19,357 | $81,331-76.2% | $155,534-87.6% | $80,935-76.1% |
| Participation rate | 48.6% | 66.3%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 13.12% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,400 | $3,105-54.9% | $4,675-70.1% | $2,757-49.2% |
| Participant deferral / active EE | $2,478 | $3,454-28.3% | $5,630-56.0% | $4,299-42.4% |
| Admin fee / account holder | $1,667 | $7,999-79.2% | $15,900-89.5% | $6,924-75.9% |