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 | $32,054 | $52,884-39.4% | $84,753-62.2% | $55,167-41.9% |
| Participation rate | 24.8% | 67.5%-42.7pp | 76.6%-51.8pp | 69.0%-44.2pp |
| Annual return | 18.04% | 18.03%0pp | 22.78%-4.7pp | 169.23%-151.2pp |
| Employer contribution / active EE | $655 | $2,233-70.7% | $3,574-81.7% | $1,963-66.6% |
| Participant deferral / active EE | $1,449 | $2,644-45.2% | $3,712-61.0% | $3,054-52.6% |
| Admin fee / account holder | $420 | $581-27.6% | $5,333-92.1% | $504-16.6% |