Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,819 | $94,439-60.0% | $73,658-48.7% | $154,746-75.6% |
| Participation rate | 28.6% | 64.7%-36.1pp | 57.0%-28.5pp | 80.7%-52.1pp |
| Annual return | 15.85% | 28.25%-12.4pp | 29.72%-13.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $544 | $1,257-56.7% | $1,032-47.3% | $4,379-87.6% |
| Participant deferral / active EE | $1,019 | $2,527-59.7% | $2,062-50.6% | $6,730-84.9% |
| Admin fee / account holder | $380 | $3,843-90.1% | $3,357-88.7% | $14,365-97.4% |