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 | $76,834-48.6% | $108,359-63.5% | $87,485-54.8% |
| Participation rate | 37.0% | 61.7%-24.7pp | 70.1%-33.1pp | 68.9%-31.9pp |
| Annual return | 18.90% | 19.09%-0.2pp | 36.89%-18.0pp | 26.06%-7.2pp |
| Employer contribution / active EE | $845 | $1,556-45.7% | $2,399-64.8% | $2,596-67.5% |
| Participant deferral / active EE | $1,347 | $3,100-56.6% | $4,137-67.4% | $4,274-68.5% |
| Admin fee / account holder | $375 | $6,537-94.3% | $9,741-96.2% | $7,775-95.2% |