Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,852 | $78,690-81.1% | $161,489-90.8% | $87,485-83.0% |
| Participation rate | 51.9% | 67.5%-15.6pp | 78.7%-26.8pp | 68.9%-17.1pp |
| Annual return | 18.56% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $498 | $2,588-80.8% | $4,268-88.3% | $2,596-80.8% |
| Participant deferral / active EE | $2,572 | $3,311-22.3% | $5,630-54.3% | $4,274-39.8% |
| Admin fee / account holder | $822 | $6,724-87.8% | $16,006-94.9% | $7,775-89.4% |