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 | $32,890 | $106,864-69.2% | $147,318-77.7% | $82,637-60.2% |
| Participation rate | 58.9% | 75.5%-16.6pp | 82.1%-23.1pp | 68.1%-9.1pp |
| Annual return | 19.72% | 27.49%-7.8pp | 70.43%-50.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,113 | $3,417-67.4% | $4,593-75.8% | $2,552-56.4% |
| Participant deferral / active EE | $3,098 | $6,496-52.3% | $7,906-60.8% | $4,126-24.9% |
| Admin fee / account holder | $2,486 | $8,415-70.5% | $13,708-81.9% | $7,339-66.1% |