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 | $34,192 | $35,183-2.8% | $73,550-53.5% | $70,126-51.2% |
| Participation rate | 64.4% | 42.9%+21.5pp | 54.9%+9.5pp | 69.5%-5.2pp |
| Annual return | 13.38% | 26.90%-13.5pp | -15.16%+28.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $819 | $709+15.6% | $1,219-32.8% | $2,343-65.0% |
| Participant deferral / active EE | $1,700 | $1,220+39.3% | $1,804-5.8% | $3,332-49.0% |
| Admin fee / account holder | $338 | $2,302-85.3% | $2,320-85.4% | $4,645-92.7% |