Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,115 | $65,246-43.1% | $98,716-62.4% | $67,986-45.4% |
| Participation rate | 30.1% | 51.4%-21.3pp | 69.3%-39.2pp | 57.2%-27.1pp |
| Annual return | 16.42% | 20.58%-4.2pp | 31.81%-15.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $817 | $1,042-21.6% | $2,279-64.2% | $2,019-59.5% |
| Participant deferral / active EE | $1,684 | $2,594-35.1% | $4,048-58.4% | $3,358-49.9% |
| Admin fee / account holder | $605 | $4,561-86.7% | $8,703-93.0% | $3,203-81.1% |