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 | $20,051 | $49,976-59.9% | $66,674-69.9% | $82,637-75.7% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 22.76% | 39.09%-16.3pp | 321.24%-298.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $345 | $1,988-82.6% | $2,620-86.8% | $2,552-86.5% |
| Participant deferral / active EE | $4,810 | $2,847+69.0% | $4,084+17.8% | $4,126+16.6% |
| Admin fee / account holder | $595 | $4,594-87.0% | $5,098-88.3% | $7,339-91.9% |