Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,993 | $41,016-53.7% | $152,093-87.5% | $64,097-70.4% |
| Participation rate | 43.5% | 51.3%-7.9pp | 77.8%-34.3pp | 55.2%-11.7pp |
| Annual return | 19.15% | 39.60%-20.4pp | 66.36%-47.2pp | 34.64%-15.5pp |
| Employer contribution / active EE | $575 | $1,342-57.2% | $4,175-86.2% | $1,891-69.6% |
| Participant deferral / active EE | $1,760 | $1,927-8.7% | $5,451-67.7% | $3,080-42.8% |
| Admin fee / account holder | $4,049 | $2,305+75.6% | $14,497-72.1% | $3,454+17.2% |