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 | $20,869 | $73,787-71.7% | $98,716-78.9% | $82,448-74.7% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.3%-39.3pp | 68.1%-38.1pp |
| Annual return | 26.12% | 18.57%+7.6pp | 31.81%-5.7pp | 41.64%-15.5pp |
| Employer contribution / active EE | $846 | $1,511-44.0% | $2,279-62.9% | $2,551-66.9% |
| Participant deferral / active EE | $1,373 | $3,081-55.4% | $4,048-66.1% | $4,139-66.8% |
| Admin fee / account holder | $317 | $6,500-95.1% | $8,703-96.4% | $7,234-95.6% |