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 | $24,842 | $72,012-65.5% | $185,827-86.6% | $79,858-68.9% |
| Participation rate | 36.8% | 65.8%-29.0pp | 78.0%-41.3pp | 69.6%-32.9pp |
| Annual return | 16.25% | 23.12%-6.9pp | 35.96%-19.7pp | 31.72%-15.5pp |
| Employer contribution / active EE | $803 | $1,965-59.1% | $4,087-80.4% | $2,471-67.5% |
| Participant deferral / active EE | $2,317 | $3,779-38.7% | $5,633-58.9% | $3,740-38.0% |
| Admin fee / account holder | $1,263 | $4,513-72.0% | $9,502-86.7% | $5,306-76.2% |