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 | $22,342 | $35,183-36.5% | $73,550-69.6% | $70,126-68.1% |
| Participation rate | 30.5% | 42.9%-12.4pp | 54.9%-24.4pp | 69.5%-39.1pp |
| Annual return | 29.47% | 26.90%+2.6pp | -15.16%+44.6pp | 73.15%-43.7pp |
| Employer contribution / active EE | $577 | $709-18.6% | $1,219-52.7% | $2,343-75.4% |
| Participant deferral / active EE | $869 | $1,220-28.8% | $1,804-51.8% | $3,332-73.9% |
| Admin fee / account holder | $364 | $2,302-84.2% | $2,320-84.3% | $4,645-92.2% |