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 | $16,851 | $35,986-53.2% | $77,552-78.3% | $73,497-77.1% |
| Participation rate | 25.7% | 40.8%-15.1pp | 54.2%-28.5pp | 70.7%-45.0pp |
| Annual return | 21.46% | 19.26%+2.2pp | 54.82%-33.4pp | 28.51%-7.1pp |
| Employer contribution / active EE | $399 | $557-28.4% | $987-59.5% | $2,270-82.4% |
| Participant deferral / active EE | $1,079 | $1,198-9.9% | $1,861-42.0% | $3,740-71.2% |
| Admin fee / account holder | $315 | $466-32.4% | $2,859-89.0% | $513-38.6% |