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 | $36,140-64.4% | $73,658-82.5% | $64,340-80.0% |
| Participation rate | 10.1% | 31.0%-21.0pp | 57.0%-47.0pp | 55.2%-45.2pp |
| Annual return | 15.82% | 21.48%-5.7pp | 29.72%-13.9pp | 24.14%-8.3pp |
| Employer contribution / active EE | $256 | $443-42.3% | $1,032-75.2% | $1,862-86.3% |
| Participant deferral / active EE | $283 | $1,023-72.4% | $2,062-86.3% | $2,980-90.5% |
| Admin fee / account holder | $636 | $2,513-74.7% | $3,357-81.0% | $3,703-82.8% |