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 | $68,240 | $36,948+84.7% | $73,658-7.4% | $87,485-22.0% |
| Participation rate | 21.7% | 46.8%-25.1pp | 57.0%-35.3pp | 68.9%-47.2pp |
| Annual return | 16.74% | 28.64%-11.9pp | 29.72%-13.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $257 | $670-61.7% | $1,032-75.1% | $2,596-90.1% |
| Participant deferral / active EE | $969 | $1,379-29.8% | $2,062-53.0% | $4,274-77.3% |
| Admin fee / account holder | $461 | $2,531-81.8% | $3,357-86.3% | $7,775-94.1% |