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 | $20,350 | $45,343-55.1% | $150,298-86.5% | $67,986-70.1% |
| Participation rate | 62.5% | 51.9%+10.6pp | 77.8%-15.3pp | 57.2%+5.3pp |
| Annual return | 12.94% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $322 | $1,462-78.0% | $4,154-92.3% | $2,019-84.1% |
| Participant deferral / active EE | $879 | $2,055-57.2% | $5,453-83.9% | $3,358-73.8% |
| Admin fee / account holder | $821 | $2,250-63.5% | $14,116-94.2% | $3,203-74.4% |