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 | $15,640 | $36,140-56.7% | $73,658-78.8% | $64,340-75.7% |
| Participation rate | 20.1% | 31.0%-10.9pp | 57.0%-37.0pp | 55.2%-35.2pp |
| Annual return | 26.53% | 21.48%+5.0pp | 29.72%-3.2pp | 24.14%+2.4pp |
| Employer contribution / active EE | $168 | $443-62.2% | $1,032-83.8% | $1,862-91.0% |
| Participant deferral / active EE | $608 | $1,023-40.6% | $2,062-70.5% | $2,980-79.6% |
| Admin fee / account holder | $3,383 | $2,513+34.6% | $3,357+0.8% | $3,703-8.6% |