Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,375 | $39,036-55.5% | $80,784-78.5% | $85,851-79.8% |
| Participation rate | 24.0% | 41.6%-17.6pp | 54.2%-30.2pp | 69.3%-45.3pp |
| Annual return | 20.24% | 26.31%-6.1pp | 87.31%-67.1pp | 318.63%-298.4pp |
| Employer contribution / active EE | $594 | $722-17.8% | $1,160-48.8% | $2,565-76.9% |
| Participant deferral / active EE | $1,978 | $1,326+49.1% | $2,145-7.8% | $3,952-50.0% |
| Admin fee / account holder | $617 | $2,429-74.6% | $3,380-81.7% | $6,261-90.1% |