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 | $11,557 | $38,967-70.3% | $86,233-86.6% | $79,634-85.5% |
| Participation rate | 22.2% | 34.1%-11.9pp | 69.0%-46.9pp | 62.5%-40.3pp |
| Annual return | 19.42% | 49.90%-30.5pp | 61.39%-42.0pp | 36.46%-17.0pp |
| Employer contribution / active EE | $270 | $868-68.9% | $2,504-89.2% | $2,529-89.3% |
| Participant deferral / active EE | $761 | $1,663-54.2% | $4,559-83.3% | $3,835-80.2% |
| Admin fee / account holder | $996 | $2,660-62.6% | $8,342-88.1% | $1,002-0.6% |