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 | $32,241 | $76,551-57.9% | $123,894-74.0% | $62,881-48.7% |
| Participation rate | 63.8% | 73.0%-9.2pp | 81.4%-17.6pp | 69.3%-5.5pp |
| Annual return | 18.58% | 18.68%-0.1pp | 47.52%-28.9pp | 20.14%-1.6pp |
| Employer contribution / active EE | $880 | $2,882-69.5% | $4,617-80.9% | $2,281-61.4% |
| Participant deferral / active EE | $4,577 | $4,840-5.4% | $5,984-23.5% | $3,203+42.9% |
| Admin fee / account holder | $713 | $4,826-85.2% | $8,357-91.5% | $4,296-83.4% |