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 | $40,270 | $43,496-7.4% | $161,489-75.1% | $64,340-37.4% |
| Participation rate | 47.6% | 53.5%-5.9pp | 78.7%-31.1pp | 55.2%-7.6pp |
| Annual return | 19.53% | 20.76%-1.2pp | 89.72%-70.2pp | 24.14%-4.6pp |
| Employer contribution / active EE | $582 | $1,431-59.3% | $4,268-86.4% | $1,862-68.8% |
| Participant deferral / active EE | $2,377 | $1,996+19.1% | $5,630-57.8% | $2,980-20.3% |
| Admin fee / account holder | $709 | $2,330-69.6% | $16,006-95.6% | $3,703-80.9% |