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 | $23,690 | $36,948-35.9% | $73,658-67.8% | $87,485-72.9% |
| Participation rate | 5.8% | 46.8%-41.0pp | 57.0%-51.2pp | 68.9%-63.1pp |
| Annual return | 19.76% | 28.64%-8.9pp | 29.72%-10.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $165 | $670-75.4% | $1,032-84.0% | $2,596-93.7% |
| Participant deferral / active EE | $305 | $1,379-77.9% | $2,062-85.2% | $4,274-92.9% |
| Admin fee / account holder | $1,750 | $2,531-30.8% | $3,357-47.9% | $7,775-77.5% |