Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,001 | $35,183-40.3% | $73,550-71.4% | $70,126-70.1% |
| Participation rate | 25.0% | 42.9%-17.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | 19.49% | 26.90%-7.4pp | -15.16%+34.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $417 | $709-41.2% | $1,219-65.8% | $2,343-82.2% |
| Participant deferral / active EE | $1,115 | $1,220-8.6% | $1,804-38.2% | $3,332-66.5% |
| Admin fee / account holder | $640 | $2,302-72.2% | $2,320-72.4% | $4,645-86.2% |