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 | $19,082 | $46,464-58.9% | $150,298-87.3% | $79,634-76.0% |
| Participation rate | 26.2% | 57.0%-30.8pp | 77.8%-51.6pp | 62.5%-36.3pp |
| Annual return | 21.38% | 27.89%-6.5pp | 62.79%-41.4pp | 36.46%-15.1pp |
| Employer contribution / active EE | $583 | $1,512-61.5% | $4,154-86.0% | $2,529-77.0% |
| Participant deferral / active EE | $1,088 | $2,157-49.6% | $5,453-80.1% | $3,835-71.6% |
| Admin fee / account holder | $682 | $891-23.4% | $14,116-95.2% | $1,002-31.9% |