Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,057 | $81,331-71.7% | $155,534-85.2% | $80,935-71.5% |
| Participation rate | 41.5% | 66.3%-24.8pp | 78.2%-36.8pp | 67.7%-26.2pp |
| Annual return | 11.66% | 33.37%-21.7pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $908 | $3,105-70.7% | $4,675-80.6% | $2,757-67.0% |
| Participant deferral / active EE | $2,243 | $3,454-35.1% | $5,630-60.2% | $4,299-47.8% |
| Admin fee / account holder | $691 | $7,999-91.4% | $15,900-95.7% | $6,924-90.0% |