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 | $31,132 | $65,361-52.4% | $92,903-66.5% | $72,983-57.3% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 21.29% | 42.11%-20.8pp | 109.43%-88.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,051 | $2,594-59.5% | $3,653-71.2% | $2,440-56.9% |
| Participant deferral / active EE | $2,259 | $3,128-27.8% | $4,238-46.7% | $3,608-37.4% |
| Admin fee / account holder | $1,482 | $4,251-65.1% | $5,795-74.4% | $5,124-71.1% |