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 | $71,067 | $32,037+121.8% | $69,182+2.7% | $62,881+13.0% |
| Participation rate | 27.3% | 43.4%-16.1pp | 55.1%-27.8pp | 69.3%-42.0pp |
| Annual return | 8.22% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $497 | $679-26.8% | $1,206-58.8% | $2,281-78.2% |
| Participant deferral / active EE | $1,990 | $1,185+67.9% | $1,897+4.9% | $3,203-37.9% |
| Admin fee / account holder | $322 | $2,608-87.7% | $2,697-88.1% | $4,296-92.5% |