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 | $29,160 | $25,014+16.6% | $69,623-58.1% | $80,935-64.0% |
| Participation rate | 19.6% | 64.2%-44.6pp | 66.4%-46.8pp | 67.7%-48.1pp |
| Annual return | 28.35% | 19.08%+9.3pp | 101.23%-72.9pp | 35.66%-7.3pp |
| Employer contribution / active EE | $433 | $991-56.3% | $1,709-74.7% | $2,757-84.3% |
| Participant deferral / active EE | $1,549 | $1,840-15.8% | $2,890-46.4% | $4,299-64.0% |
| Admin fee / account holder | $942 | $2,491-62.2% | $4,696-79.9% | $6,924-86.4% |