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 | $23,574 | $51,638-54.3% | $68,368-65.5% | $82,448-71.4% |
| Participation rate | 32.7% | 63.6%-30.9pp | 73.8%-41.1pp | 68.1%-35.4pp |
| Annual return | 18.56% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $313 | $2,047-84.7% | $2,649-88.2% | $2,551-87.7% |
| Participant deferral / active EE | $1,044 | $2,914-64.2% | $4,123-74.7% | $4,139-74.8% |
| Admin fee / account holder | $739 | $4,643-84.1% | $5,150-85.6% | $7,234-89.8% |