Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,589 | $73,107-75.9% | $114,563-84.6% | $87,485-79.9% |
| Participation rate | 39.1% | 65.8%-26.7pp | 72.9%-33.8pp | 68.9%-29.9pp |
| Annual return | 14.53% | 19.47%-4.9pp | 241.09%-226.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $647 | $1,881-65.6% | $2,592-75.0% | $2,596-75.1% |
| Participant deferral / active EE | $1,978 | $3,144-37.1% | $4,142-52.3% | $4,274-53.7% |
| Admin fee / account holder | $3,548 | $5,770-38.5% | $7,623-53.5% | $7,775-54.4% |