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 | $16,204 | $45,343-64.3% | $150,298-89.2% | $67,986-76.2% |
| Participation rate | 33.0% | 51.9%-18.8pp | 77.8%-44.7pp | 57.2%-24.2pp |
| Annual return | 18.20% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $614 | $1,462-58.0% | $4,154-85.2% | $2,019-69.6% |
| Participant deferral / active EE | $1,155 | $2,055-43.8% | $5,453-78.8% | $3,358-65.6% |
| Admin fee / account holder | $2,015 | $2,250-10.5% | $14,116-85.7% | $3,203-37.1% |