Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,550 | $61,338-69.8% | $149,717-87.6% | $71,495-74.1% |
| Participation rate | 38.1% | 62.5%-24.5pp | 78.8%-40.7pp | 67.9%-29.9pp |
| Annual return | 20.98% | 35.86%-14.9pp | 134.41%-113.4pp | 28.85%-7.9pp |
| Employer contribution / active EE | $639 | $2,381-73.2% | $4,820-86.7% | $2,589-75.3% |
| Participant deferral / active EE | $2,307 | $2,919-21.0% | $5,682-59.4% | $4,291-46.2% |
| Admin fee / account holder | $1,159 | $1,263-8.2% | $13,213-91.2% | $1,588-27.0% |