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 | $11,714 | $41,016-71.4% | $152,093-92.3% | $64,097-81.7% |
| Participation rate | 34.4% | 51.3%-17.0pp | 77.8%-43.4pp | 55.2%-20.8pp |
| Annual return | 13.67% | 39.60%-25.9pp | 66.36%-52.7pp | 34.64%-21.0pp |
| Employer contribution / active EE | $359 | $1,342-73.2% | $4,175-91.4% | $1,891-81.0% |
| Participant deferral / active EE | $620 | $1,927-67.8% | $5,451-88.6% | $3,080-79.9% |
| Admin fee / account holder | $4,068 | $2,305+76.5% | $14,497-71.9% | $3,454+17.8% |