Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,055 | $76,407-56.7% | $150,298-78.0% | $82,448-59.9% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 14.88% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $847 | $2,614-67.6% | $4,154-79.6% | $2,551-66.8% |
| Participant deferral / active EE | $2,564 | $3,214-20.2% | $5,453-53.0% | $4,139-38.0% |
| Admin fee / account holder | $750 | $6,352-88.2% | $14,116-94.7% | $7,234-89.6% |