Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,492 | $45,050-36.8% | $63,018-54.8% | $70,126-59.4% |
| Participation rate | 54.7% | 69.5%-14.8pp | 74.8%-20.1pp | 69.5%-14.8pp |
| Annual return | 19.38% | 18.76%+0.6pp | 87.62%-68.2pp | 73.15%-53.8pp |
| Employer contribution / active EE | $945 | $2,052-53.9% | $2,761-65.8% | $2,343-59.6% |
| Participant deferral / active EE | $2,138 | $2,466-13.3% | $3,330-35.8% | $3,332-35.8% |
| Admin fee / account holder | $331 | $2,834-88.3% | $3,601-90.8% | $4,645-92.9% |