Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,350 | $57,057-50.3% | $85,009-66.7% | $80,874-64.9% |
| Participation rate | 39.7% | 56.4%-16.7pp | 67.5%-27.9pp | 67.6%-28.0pp |
| Annual return | 19.81% | 21.66%-1.8pp | 66.47%-46.7pp | 35.62%-15.8pp |
| Employer contribution / active EE | $1,160 | $1,799-35.5% | $2,728-57.5% | $2,756-57.9% |
| Participant deferral / active EE | $2,503 | $3,112-19.6% | $4,522-44.6% | $4,297-41.7% |
| Admin fee / account holder | $490 | $4,986-90.2% | $6,153-92.0% | $6,935-92.9% |