Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,766 | $73,787-73.2% | $98,716-80.0% | $82,448-76.0% |
| Participation rate | 40.4% | 61.4%-21.0pp | 69.3%-28.9pp | 68.1%-27.6pp |
| Annual return | 19.17% | 18.57%+0.6pp | 31.81%-12.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $716 | $1,511-52.6% | $2,279-68.6% | $2,551-71.9% |
| Participant deferral / active EE | $1,860 | $3,081-39.6% | $4,048-54.1% | $4,139-55.1% |
| Admin fee / account holder | $1,729 | $6,500-73.4% | $8,703-80.1% | $7,234-76.1% |