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 | $15,147 | $58,311-74.0% | $81,882-81.5% | $80,959-81.3% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 14.10% | 41.85%-27.7pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,175 | $2,347-49.9% | $2,916-59.7% | $2,757-57.4% |
| Participant deferral / active EE | $2,465 | $3,287-25.0% | $4,323-43.0% | $4,300-42.7% |
| Admin fee / account holder | $1,335 | $4,752-71.9% | $7,360-81.9% | $6,925-80.7% |