Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,502 | $57,119-29.1% | $85,187-52.5% | $80,935-50.0% |
| Participation rate | 25.4% | 56.4%-31.0pp | 67.5%-42.1pp | 67.7%-42.2pp |
| Annual return | 12.76% | 21.70%-8.9pp | 66.67%-53.9pp | 35.66%-22.9pp |
| Employer contribution / active EE | $688 | $1,802-61.8% | $2,732-74.8% | $2,757-75.0% |
| Participant deferral / active EE | $807 | $3,115-74.1% | $4,525-82.2% | $4,299-81.2% |
| Admin fee / account holder | $588 | $4,990-88.2% | $6,162-90.5% | $6,924-91.5% |