Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,414 | $57,119-76.5% | $85,187-84.3% | $80,935-83.4% |
| Participation rate | 42.6% | 56.4%-13.8pp | 67.5%-24.9pp | 67.7%-25.0pp |
| Annual return | 14.92% | 21.70%-6.8pp | 66.67%-51.7pp | 35.66%-20.7pp |
| Employer contribution / active EE | $872 | $1,802-51.6% | $2,732-68.1% | $2,757-68.4% |
| Participant deferral / active EE | $977 | $3,115-68.6% | $4,525-78.4% | $4,299-77.3% |
| Admin fee / account holder | $481 | $4,990-90.4% | $6,162-92.2% | $6,924-93.1% |