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 | $31,779 | $72,486-56.2% | $87,103-63.5% | $72,976-56.5% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 23.31% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $616 | $1,894-67.5% | $2,521-75.6% | $2,440-74.8% |
| Participant deferral / active EE | $1,886 | $3,270-42.3% | $4,049-53.4% | $3,608-47.7% |
| Admin fee / account holder | $991 | $5,055-80.4% | $7,491-86.8% | $5,124-80.7% |