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 | $23,818 | $72,177-67.0% | $115,037-79.3% | $59,633-60.1% |
| Participation rate | 64.9% | 72.6%-7.6pp | 81.4%-16.4pp | 68.7%-3.7pp |
| Annual return | 16.37% | 12.02%+4.4pp | 26.14%-9.8pp | 2041.40%-2025.0pp |
| Employer contribution / active EE | $1,052 | $2,841-63.0% | $4,608-77.2% | $2,203-52.3% |
| Participant deferral / active EE | $4,326 | $4,783-9.6% | $6,026-28.2% | $3,192+35.5% |
| Admin fee / account holder | $4,164 | $4,927-15.5% | $8,175-49.1% | $4,297-3.1% |