Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,143 | $36,948-61.7% | $73,658-80.8% | $87,485-83.8% |
| Participation rate | 68.0% | 46.8%+21.2pp | 57.0%+11.0pp | 68.9%-0.9pp |
| Annual return | 20.68% | 28.64%-8.0pp | 29.72%-9.0pp | 26.06%-5.4pp |
| Employer contribution / active EE | $204 | $670-69.5% | $1,032-80.2% | $2,596-92.1% |
| Participant deferral / active EE | $1,138 | $1,379-17.5% | $2,062-44.8% | $4,274-73.4% |
| Admin fee / account holder | $2,321 | $2,531-8.3% | $3,357-30.8% | $7,775-70.1% |