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 | $24,800 | $52,580-52.8% | $71,671-65.4% | $70,126-64.6% |
| Participation rate | 60.7% | 60.9%-0.2pp | 68.7%-8.0pp | 69.5%-8.8pp |
| Annual return | 12.56% | 20.25%-7.7pp | 20.65%-8.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $698 | $1,616-56.8% | $2,460-71.6% | $2,343-70.2% |
| Participant deferral / active EE | $2,598 | $2,386+8.9% | $3,438-24.4% | $3,332-22.0% |
| Admin fee / account holder | $1,035 | $3,653-71.7% | $5,558-81.4% | $4,645-77.7% |