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 | $42,583 | $76,407-44.3% | $150,298-71.7% | $82,448-48.4% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 14.51% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $753 | $2,614-71.2% | $4,154-81.9% | $2,551-70.5% |
| Participant deferral / active EE | $1,890 | $3,214-41.2% | $5,453-65.3% | $4,139-54.4% |
| Admin fee / account holder | $14,517 | $6,352+128.5% | $14,116+2.8% | $7,234+100.7% |