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 | $32,636 | $77,638-58.0% | $156,551-79.2% | $62,881-48.1% |
| Participation rate | 42.3% | 71.2%-28.9pp | 84.0%-41.8pp | 69.3%-27.1pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $477 | $3,444-86.2% | $5,501-91.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,002 | $3,046-67.1% | $4,871-79.4% | $3,203-68.7% |
| Admin fee / account holder | $3,112 | $5,561-44.0% | $13,028-76.1% | $4,296-27.6% |