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 | $3,272 | $19,646-83.3% | $71,585-95.4% | $64,097-94.9% |
| Participation rate | 58.4% | 64.7%-6.3pp | 68.2%-9.7pp | 55.2%+3.3pp |
| Annual return | 36.60% | 36.81%-0.2pp | 59.26%-22.7pp | 34.64%+2.0pp |
| Employer contribution / active EE | $656 | $713-8.1% | $1,669-60.7% | $1,891-65.3% |
| Participant deferral / active EE | $1,069 | $1,665-35.8% | $2,923-63.4% | $3,080-65.3% |
| Admin fee / account holder | $722 | $1,850-61.0% | $4,712-84.7% | $3,454-79.1% |