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 | $24,712 | $57,140-56.8% | $85,240-71.0% | $80,959-69.5% |
| Participation rate | 49.3% | 56.4%-7.1pp | 67.5%-18.2pp | 67.7%-18.4pp |
| Annual return | 13.51% | 21.71%-8.2pp | 66.75%-53.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,041 | $1,802-42.2% | $2,735-61.9% | $2,757-62.3% |
| Participant deferral / active EE | $1,829 | $3,115-41.3% | $4,527-59.6% | $4,300-57.5% |
| Admin fee / account holder | $2,296 | $4,992-54.0% | $6,165-62.8% | $6,925-66.8% |