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 | $39,504 | $74,535-47.0% | $100,712-60.8% | $82,637-52.2% |
| Participation rate | 37.0% | 61.2%-24.1pp | 69.3%-32.2pp | 68.1%-31.0pp |
| Annual return | 18.90% | 18.92%0pp | 33.27%-14.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $845 | $1,503-43.8% | $2,313-63.5% | $2,552-66.9% |
| Participant deferral / active EE | $1,347 | $3,074-56.2% | $4,085-67.0% | $4,126-67.4% |
| Admin fee / account holder | $375 | $6,576-94.3% | $9,256-95.9% | $7,339-94.9% |