Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,859 | $36,844-65.1% | $83,854-84.7% | $65,306-80.3% |
| Participation rate | 10.1% | 29.2%-19.2pp | 59.1%-49.0pp | 57.7%-47.6pp |
| Annual return | 15.82% | 22.28%-6.5pp | 31.39%-15.6pp | 21.94%-6.1pp |
| Employer contribution / active EE | $256 | $415-38.4% | $1,017-74.9% | $1,967-87.0% |
| Participant deferral / active EE | $283 | $1,040-72.8% | $2,035-86.1% | $2,959-90.4% |
| Admin fee / account holder | $636 | $2,546-75.0% | $3,197-80.1% | $3,480-81.7% |