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 | $17,342 | $57,119-69.6% | $85,187-79.6% | $80,935-78.6% |
| Participation rate | 26.8% | 56.4%-29.6pp | 67.5%-40.7pp | 67.7%-40.9pp |
| Annual return | 17.13% | 21.70%-4.6pp | 66.67%-49.5pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,054 | $1,802-41.5% | $2,732-61.4% | $2,757-61.8% |
| Participant deferral / active EE | $2,113 | $3,115-32.2% | $4,525-53.3% | $4,299-50.8% |
| Admin fee / account holder | $2,236 | $4,990-55.2% | $6,162-63.7% | $6,924-67.7% |