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 | $20,850 | $36,140-42.3% | $73,658-71.7% | $64,340-67.6% |
| Participation rate | 14.0% | 31.0%-17.0pp | 57.0%-43.0pp | 55.2%-41.2pp |
| Annual return | 18.87% | 21.48%-2.6pp | 29.72%-10.8pp | 24.14%-5.3pp |
| Employer contribution / active EE | $298 | $443-32.7% | $1,032-71.1% | $1,862-84.0% |
| Participant deferral / active EE | $547 | $1,023-46.5% | $2,062-73.5% | $2,980-81.6% |
| Admin fee / account holder | $355 | $2,513-85.9% | $3,357-89.4% | $3,703-90.4% |