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 | $30,871 | $72,273-57.3% | $101,275-69.5% | $79,856-61.3% |
| Participation rate | 31.1% | 68.5%-37.3pp | 75.8%-44.7pp | 69.6%-38.5pp |
| Annual return | 16.57% | 22.30%-5.7pp | 46.48%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $843 | $2,691-68.7% | $3,660-77.0% | $2,471-65.9% |
| Participant deferral / active EE | $1,494 | $3,282-54.5% | $4,371-65.8% | $3,741-60.0% |
| Admin fee / account holder | $1,543 | $4,401-64.9% | $5,948-74.1% | $5,306-70.9% |