Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,921 | $29,051-31.4% | $52,425-62.0% | $67,986-70.7% |
| Participation rate | 26.2% | 30.4%-4.2pp | 55.6%-29.4pp | 57.2%-31.0pp |
| Annual return | 20.84% | 24.00%-3.2pp | 302.12%-281.3pp | 31.67%-10.8pp |
| Employer contribution / active EE | $292 | $412-29.1% | $914-68.1% | $2,019-85.5% |
| Participant deferral / active EE | $425 | $873-51.3% | $1,790-76.2% | $3,358-87.3% |
| Admin fee / account holder | $851 | $2,113-59.7% | $2,495-65.9% | $3,203-73.4% |