Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,406 | $36,948-52.9% | $73,658-76.4% | $87,485-80.1% |
| Participation rate | 22.7% | 46.8%-24.1pp | 57.0%-34.3pp | 68.9%-46.2pp |
| Annual return | 17.92% | 28.64%-10.7pp | 29.72%-11.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $358 | $670-46.5% | $1,032-65.3% | $2,596-86.2% |
| Participant deferral / active EE | $712 | $1,379-48.4% | $2,062-65.5% | $4,274-83.3% |
| Admin fee / account holder | $594 | $2,531-76.5% | $3,357-82.3% | $7,775-92.4% |