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 | $24,740 | $64,010-61.3% | $108,359-77.2% | $64,340-61.5% |
| Participation rate | 28.8% | 49.4%-20.6pp | 70.1%-41.3pp | 55.2%-26.4pp |
| Annual return | 19.54% | 19.74%-0.2pp | 36.89%-17.4pp | 24.14%-4.6pp |
| Employer contribution / active EE | $742 | $1,029-27.9% | $2,399-69.1% | $1,862-60.2% |
| Participant deferral / active EE | $1,168 | $2,395-51.2% | $4,137-71.8% | $2,980-60.8% |
| Admin fee / account holder | $419 | $4,885-91.4% | $9,741-95.7% | $3,703-88.7% |