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 | $24,468 | $42,909-43.0% | $152,093-83.9% | $71,012-65.5% |
| Participation rate | 18.9% | 54.7%-35.8pp | 77.8%-58.9pp | 58.6%-39.7pp |
| Annual return | 12.58% | 30.57%-18.0pp | 66.36%-53.8pp | 37.67%-25.1pp |
| Employer contribution / active EE | $1,152 | $1,369-15.8% | $4,175-72.4% | $2,348-50.9% |
| Participant deferral / active EE | $596 | $1,904-68.7% | $5,451-89.1% | $3,246-81.6% |
| Admin fee / account holder | $6,130 | $1,014+504.5% | $14,497-57.7% | $1,167+425.2% |