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 | $24,771 | $25,014-1.0% | $69,632-64.4% | $80,959-69.4% |
| Participation rate | 44.0% | 64.2%-20.2pp | 66.4%-22.4pp | 67.7%-23.7pp |
| Annual return | 12.67% | 19.08%-6.4pp | 101.32%-88.7pp | 35.67%-23.0pp |
| Employer contribution / active EE | $903 | $991-8.9% | $1,708-47.1% | $2,757-67.3% |
| Participant deferral / active EE | $3,588 | $1,840+95.0% | $2,889+24.2% | $4,300-16.6% |
| Admin fee / account holder | $631 | $2,491-74.7% | $4,695-86.6% | $6,925-90.9% |