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 | $32,699 | $107,030-69.4% | $73,550-55.5% | $147,586-77.8% |
| Participation rate | 31.3% | 66.4%-35.1pp | 54.9%-23.7pp | 82.8%-51.6pp |
| Annual return | 19.28% | 38.25%-19.0pp | -15.16%+34.4pp | 578.59%-559.3pp |
| Employer contribution / active EE | $597 | $1,760-66.1% | $1,219-51.0% | $4,876-87.8% |
| Participant deferral / active EE | $2,211 | $2,458-10.0% | $1,804+22.6% | $5,439-59.3% |
| Admin fee / account holder | $396 | $3,055-87.0% | $2,320-82.9% | $10,886-96.4% |