Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,433 | $37,446-56.1% | $77,552-78.8% | $79,856-79.4% |
| Participation rate | 42.1% | 41.5%+0.6pp | 54.2%-12.1pp | 69.6%-27.5pp |
| Annual return | 40.98% | 39.76%+1.2pp | 54.82%-13.8pp | 31.71%+9.3pp |
| Employer contribution / active EE | $1,783 | $637+179.8% | $987+80.7% | $2,471-27.9% |
| Participant deferral / active EE | $2,659 | $1,261+110.9% | $1,861+42.9% | $3,741-28.9% |
| Admin fee / account holder | $1,350 | $2,506-46.1% | $2,859-52.8% | $5,306-74.6% |