Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,953 | $59,839-65.0% | $81,991-74.4% | $79,852-73.8% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.3%-23.1pp | 69.6%-23.5pp |
| Annual return | 13.17% | 17.56%-4.4pp | 41.31%-28.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $492 | $1,713-71.3% | $2,498-80.3% | $2,471-80.1% |
| Participant deferral / active EE | $1,455 | $2,695-46.0% | $3,722-60.9% | $3,740-61.1% |
| Admin fee / account holder | $5,796 | $4,287+35.2% | $5,665+2.3% | $5,306+9.2% |