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 | $23,162 | $73,955-68.7% | $96,520-76.0% | $75,181-69.2% |
| Participation rate | 50.8% | 66.4%-15.7pp | 74.3%-23.6pp | 67.2%-16.4pp |
| Annual return | 18.62% | 26.72%-8.1pp | 35.72%-17.1pp | 160.69%-142.1pp |
| Employer contribution / active EE | $992 | $2,930-66.1% | $3,739-73.5% | $2,671-62.9% |
| Participant deferral / active EE | $2,605 | $3,659-28.8% | $4,879-46.6% | $4,126-36.9% |
| Admin fee / account holder | $4,136 | $5,217-20.7% | $6,733-38.6% | $5,650-26.8% |