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 | $30,041 | $71,230-57.8% | $93,727-67.9% | $80,959-62.9% |
| Participation rate | 29.7% | 60.4%-30.7pp | 68.7%-39.0pp | 67.7%-38.0pp |
| Annual return | 9.99% | 11.26%-1.3pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $787 | $1,565-49.8% | $2,421-67.5% | $2,757-71.5% |
| Participant deferral / active EE | $1,856 | $4,037-54.0% | $4,417-58.0% | $4,300-56.8% |
| Admin fee / account holder | $1,839 | $6,961-73.6% | $8,292-77.8% | $6,925-73.4% |