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 | $37,267 | $73,787-49.5% | $98,716-62.2% | $82,448-54.8% |
| Participation rate | 47.5% | 61.4%-13.9pp | 69.3%-21.8pp | 68.1%-20.6pp |
| Annual return | 14.06% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $785 | $1,511-48.1% | $2,279-65.6% | $2,551-69.2% |
| Participant deferral / active EE | $1,839 | $3,081-40.3% | $4,048-54.6% | $4,139-55.6% |
| Admin fee / account holder | $1,538 | $6,500-76.3% | $8,703-82.3% | $7,234-78.7% |