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 | $15,836 | $77,814-79.6% | $158,223-90.0% | $86,983-81.8% |
| Participation rate | 37.9% | 68.4%-30.5pp | 79.2%-41.3pp | 69.5%-31.6pp |
| Annual return | 12.24% | 30.54%-18.3pp | 52.09%-39.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $856 | $2,592-67.0% | $4,109-79.2% | $2,584-66.9% |
| Participant deferral / active EE | $1,542 | $3,270-52.8% | $5,467-71.8% | $4,194-63.2% |
| Admin fee / account holder | $3,732 | $5,879-36.5% | $16,047-76.7% | $7,856-52.5% |