Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,376 | $73,787-72.4% | $98,716-79.4% | $82,448-75.3% |
| Participation rate | 40.4% | 61.4%-21.0pp | 69.3%-28.9pp | 68.1%-27.6pp |
| Annual return | 17.52% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $704 | $1,511-53.4% | $2,279-69.1% | $2,551-72.4% |
| Participant deferral / active EE | $1,224 | $3,081-60.3% | $4,048-69.8% | $4,139-70.4% |
| Admin fee / account holder | $1,480 | $6,500-77.2% | $8,703-83.0% | $7,234-79.5% |