Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,564 | $52,978-12.1% | $116,096-59.9% | $65,306-28.7% |
| Participation rate | 65.0% | 51.6%+13.4pp | 73.3%-8.3pp | 57.7%+7.3pp |
| Annual return | 14.80% | 27.83%-13.0pp | 326.25%-311.5pp | 21.94%-7.1pp |
| Employer contribution / active EE | $377 | $1,182-68.1% | $2,503-84.9% | $1,967-80.8% |
| Participant deferral / active EE | $1,887 | $2,197-14.1% | $3,952-52.2% | $2,959-36.2% |
| Admin fee / account holder | $431 | $2,820-84.7% | $7,704-94.4% | $3,480-87.6% |