Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,276 | $58,851-68.9% | $115,170-84.1% | $72,975-75.0% |
| Participation rate | 40.7% | 65.5%-24.8pp | 75.9%-35.2pp | 69.5%-28.7pp |
| Annual return | 24.71% | 23.16%+1.6pp | 35.60%-10.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $683 | $1,798-62.0% | $3,179-78.5% | $2,440-72.0% |
| Participant deferral / active EE | $2,044 | $2,643-22.6% | $4,169-51.0% | $3,608-43.3% |
| Admin fee / account holder | $437 | $6,370-93.1% | $7,089-93.8% | $5,124-91.5% |