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 | $28,827 | $63,082-54.3% | $81,726-64.7% | $79,856-63.9% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 20.76% | 22.66%-1.9pp | 29.49%-8.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $519 | $1,795-71.1% | $4,311-88.0% | $2,471-79.0% |
| Participant deferral / active EE | $1,553 | $2,780-44.1% | $7,108-78.2% | $3,741-58.5% |
| Admin fee / account holder | $610 | $4,428-86.2% | $5,160-88.2% | $5,306-88.5% |