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 | $22,797 | $107,809-78.9% | $97,032-76.5% | $155,188-85.3% |
| Participation rate | 40.9% | 75.5%-34.6pp | 71.6%-30.7pp | 80.8%-39.9pp |
| Annual return | 15.35% | 38.06%-22.7pp | 35.38%-20.0pp | 148.84%-133.5pp |
| Employer contribution / active EE | $351 | $2,911-87.9% | $2,629-86.6% | $4,248-91.7% |
| Participant deferral / active EE | $2,466 | $5,129-51.9% | $4,672-47.2% | $6,531-62.2% |
| Admin fee / account holder | $1,894 | $10,717-82.3% | $9,418-79.9% | $14,480-86.9% |