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 | $24,415 | $61,356-60.2% | $149,696-83.7% | $71,511-65.9% |
| Participation rate | 30.5% | 62.5%-32.1pp | 78.8%-48.3pp | 67.9%-37.5pp |
| Annual return | 20.05% | 35.86%-15.8pp | 134.46%-114.4pp | 28.86%-8.8pp |
| Employer contribution / active EE | $491 | $2,382-79.4% | $4,821-89.8% | $2,589-81.0% |
| Participant deferral / active EE | $954 | $2,920-67.3% | $5,682-83.2% | $4,291-77.8% |
| Admin fee / account holder | $1,273 | $1,263+0.8% | $13,212-90.4% | $1,588-19.8% |