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 | $25,386 | $77,638-67.3% | $156,551-83.8% | $62,881-59.6% |
| Participation rate | 48.4% | 71.2%-22.8pp | 84.0%-35.6pp | 69.3%-20.9pp |
| Annual return | 9.46% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $675 | $3,444-80.4% | $5,501-87.7% | $2,281-70.4% |
| Participant deferral / active EE | $1,656 | $3,046-45.6% | $4,871-66.0% | $3,203-48.3% |
| Admin fee / account holder | $1,991 | $5,561-64.2% | $13,028-84.7% | $4,296-53.7% |