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 | $21,039 | $58,099-63.8% | $76,872-72.6% | $75,173-72.0% |
| Participation rate | 41.1% | 63.9%-22.8pp | 69.6%-28.5pp | 67.2%-26.1pp |
| Annual return | 18.74% | 26.71%-8.0pp | 37.90%-19.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,131 | $1,996-43.3% | $2,533-55.4% | $2,671-57.7% |
| Participant deferral / active EE | $2,264 | $2,999-24.5% | $3,832-40.9% | $4,126-45.1% |
| Admin fee / account holder | $2,661 | $4,778-44.3% | $5,476-51.4% | $5,651-52.9% |