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 | $23,896 | $182,442-86.9% | $163,379-85.4% | $138,895-82.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 23.19% | 72.74%-49.5pp | 63.41%-40.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,459 | $4,159-40.9% | $3,752-34.5% | $4,194-41.4% |
| Participant deferral / active EE | $3,828 | $6,817-43.9% | $6,282-39.1% | $6,396-40.2% |
| Admin fee / account holder | $1,758 | $10,396-83.1% | $9,818-82.1% | $12,562-86.0% |