Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,581 | $29,051-32.6% | $52,425-62.6% | $67,986-71.2% |
| Participation rate | 21.6% | 30.4%-8.9pp | 55.6%-34.1pp | 57.2%-35.7pp |
| Annual return | 15.28% | 24.00%-8.7pp | 302.12%-286.8pp | 31.67%-16.4pp |
| Employer contribution / active EE | $525 | $412+27.5% | $914-42.6% | $2,019-74.0% |
| Participant deferral / active EE | $792 | $873-9.3% | $1,790-55.8% | $3,358-76.4% |
| Admin fee / account holder | $600 | $2,113-71.6% | $2,495-75.9% | $3,203-81.3% |