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 | $22,656 | $42,909-47.2% | $152,093-85.1% | $71,012-68.1% |
| Participation rate | 31.2% | 54.7%-23.5pp | 77.8%-46.6pp | 58.6%-27.4pp |
| Annual return | 15.69% | 30.57%-14.9pp | 66.36%-50.7pp | 37.67%-22.0pp |
| Employer contribution / active EE | $1,104 | $1,369-19.3% | $4,175-73.5% | $2,348-53.0% |
| Participant deferral / active EE | $1,750 | $1,904-8.1% | $5,451-67.9% | $3,246-46.1% |
| Admin fee / account holder | $1,346 | $1,014+32.8% | $14,497-90.7% | $1,167+15.4% |