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 | $20,686 | $94,439-78.1% | $73,658-71.9% | $154,746-86.6% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 15.58% | 28.25%-12.7pp | 29.72%-14.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $363 | $1,257-71.2% | $1,032-64.9% | $4,379-91.7% |
| Participant deferral / active EE | $549 | $2,527-78.3% | $2,062-73.4% | $6,730-91.8% |
| Admin fee / account holder | $2,615 | $3,843-31.9% | $3,357-22.1% | $14,365-81.8% |