Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,689 | $29,051-46.0% | $52,425-70.1% | $67,986-76.9% |
| Participation rate | 17.5% | 30.4%-13.0pp | 55.6%-38.2pp | 57.2%-39.8pp |
| Annual return | 24.73% | 24.00%+0.7pp | 302.12%-277.4pp | 31.67%-6.9pp |
| Employer contribution / active EE | $400 | $412-2.9% | $914-56.3% | $2,019-80.2% |
| Participant deferral / active EE | $588 | $873-32.7% | $1,790-67.2% | $3,358-82.5% |
| Admin fee / account holder | $726 | $2,113-65.6% | $2,495-70.9% | $3,203-77.3% |