Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,013 | $36,140-41.9% | $73,658-71.5% | $64,340-67.3% |
| Participation rate | 10.3% | 31.0%-20.7pp | 57.0%-46.7pp | 55.2%-44.9pp |
| Annual return | 24.38% | 21.48%+2.9pp | 29.72%-5.3pp | 24.14%+0.2pp |
| Employer contribution / active EE | $384 | $443-13.4% | $1,032-62.8% | $1,862-79.4% |
| Participant deferral / active EE | $566 | $1,023-44.7% | $2,062-72.6% | $2,980-81.0% |
| Admin fee / account holder | $1,331 | $2,513-47.0% | $3,357-60.3% | $3,703-64.0% |