Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,836 | $76,407-76.7% | $150,298-88.1% | $82,448-78.4% |
| Participation rate | 44.8% | 66.4%-21.6pp | 77.8%-32.9pp | 68.1%-23.2pp |
| Annual return | 28.84% | 39.99%-11.2pp | 62.79%-33.9pp | 41.64%-12.8pp |
| Employer contribution / active EE | $574 | $2,614-78.0% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $3,422 | $3,214+6.5% | $5,453-37.2% | $4,139-17.3% |
| Admin fee / account holder | $10,991 | $6,352+73.0% | $14,116-22.1% | $7,234+51.9% |