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 | $8,435 | $35,183-76.0% | $73,545-88.5% | $70,124-88.0% |
| Participation rate | 68.8% | 42.9%+25.8pp | 54.9%+13.8pp | 69.5%-0.8pp |
| Annual return | 23.52% | 26.90%-3.4pp | -15.16%+38.7pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,049 | $709+48.1% | $1,219-13.9% | $2,342-55.2% |
| Participant deferral / active EE | $1,645 | $1,220+34.9% | $1,806-8.9% | $3,332-50.6% |
| Admin fee / account holder | $351 | $2,302-84.7% | $2,320-84.9% | $4,645-92.4% |