Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,146 | $36,948-56.3% | $73,658-78.1% | $87,485-81.5% |
| Participation rate | 51.4% | 46.8%+4.5pp | 57.0%-5.7pp | 68.9%-17.6pp |
| Annual return | 20.94% | 28.64%-7.7pp | 29.72%-8.8pp | 26.06%-5.1pp |
| Employer contribution / active EE | $679 | $670+1.3% | $1,032-34.2% | $2,596-73.8% |
| Participant deferral / active EE | $1,426 | $1,379+3.4% | $2,062-30.8% | $4,274-66.6% |
| Admin fee / account holder | $403 | $2,531-84.1% | $3,357-88.0% | $7,775-94.8% |