Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,181 | $57,590-38.9% | $86,233-59.2% | $82,448-57.3% |
| Participation rate | 26.7% | 57.9%-31.2pp | 69.0%-42.4pp | 68.1%-41.4pp |
| Annual return | 17.11% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $716 | $1,655-56.7% | $2,504-71.4% | $2,551-71.9% |
| Participant deferral / active EE | $779 | $3,080-74.7% | $4,559-82.9% | $4,139-81.2% |
| Admin fee / account holder | $537 | $4,730-88.7% | $8,342-93.6% | $7,234-92.6% |