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 | $35,516 | $49,976-28.9% | $66,674-46.7% | $82,637-57.0% |
| Participation rate | 52.9% | 63.1%-10.2pp | 73.7%-20.7pp | 68.1%-15.1pp |
| Annual return | 16.11% | 39.09%-23.0pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $415 | $1,988-79.1% | $2,620-84.2% | $2,552-83.7% |
| Participant deferral / active EE | $2,678 | $2,847-5.9% | $4,084-34.4% | $4,126-35.1% |
| Admin fee / account holder | $4,655 | $4,594+1.3% | $5,098-8.7% | $7,339-36.6% |