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 | $17,087 | $174,379-90.2% | $152,093-88.8% | $138,895-87.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 23.96% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,710 | $4,652-63.2% | $4,175-59.0% | $4,194-59.2% |
| Participant deferral / active EE | $3,358 | $6,159-45.5% | $5,451-38.4% | $6,396-47.5% |
| Admin fee / account holder | $982 | $16,880-94.2% | $14,497-93.2% | $12,562-92.2% |