Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,892 | $81,331-60.8% | $155,534-79.5% | $80,935-60.6% |
| Participation rate | 42.0% | 66.3%-24.2pp | 78.2%-36.2pp | 67.7%-25.6pp |
| Annual return | 14.21% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $957 | $3,105-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $5,339 | $3,454+54.6% | $5,630-5.2% | $4,299+24.2% |
| Admin fee / account holder | $1,929 | $7,999-75.9% | $15,900-87.9% | $6,924-72.1% |