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 | $12,393 | $45,312-72.6% | $86,233-85.6% | $67,986-81.8% |
| Participation rate | 36.6% | 42.4%-5.8pp | 69.0%-32.4pp | 57.2%-20.6pp |
| Annual return | 25.01% | 24.79%+0.2pp | 61.39%-36.4pp | 31.67%-6.7pp |
| Employer contribution / active EE | $652 | $1,160-43.8% | $2,504-74.0% | $2,019-67.7% |
| Participant deferral / active EE | $761 | $2,185-65.2% | $4,559-83.3% | $3,358-77.4% |
| Admin fee / account holder | $558 | $3,295-83.1% | $8,342-93.3% | $3,203-82.6% |