Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,168 | $54,757-57.7% | $90,304-74.3% | $72,975-68.3% |
| Participation rate | 44.6% | 65.2%-20.5pp | 73.3%-28.6pp | 69.5%-24.8pp |
| Annual return | 23.37% | 30.63%-7.3pp | 78.13%-54.8pp | 81.01%-57.6pp |
| Employer contribution / active EE | $697 | $2,093-66.7% | $2,855-75.6% | $2,440-71.4% |
| Participant deferral / active EE | $1,985 | $2,887-31.3% | $3,885-48.9% | $3,608-45.0% |
| Admin fee / account holder | $547 | $3,973-86.2% | $5,354-89.8% | $5,124-89.3% |