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 | $20,634 | $58,493-64.7% | $84,021-75.4% | $72,975-71.7% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.7pp | 69.5%-33.1pp |
| Annual return | 20.19% | 28.93%-8.7pp | 71.32%-51.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $303 | $1,163-73.9% | $1,984-84.7% | $2,440-87.6% |
| Participant deferral / active EE | $1,593 | $2,394-33.5% | $3,239-50.8% | $3,608-55.8% |
| Admin fee / account holder | $976 | $4,569-78.6% | $6,102-84.0% | $5,124-81.0% |