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 | $39,916 | $63,082-36.7% | $81,726-51.2% | $79,856-50.0% |
| Participation rate | 49.2% | 67.5%-18.3pp | 72.0%-22.8pp | 69.6%-20.5pp |
| Annual return | 17.49% | 22.66%-5.2pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $608 | $1,795-66.2% | $4,311-85.9% | $2,471-75.4% |
| Participant deferral / active EE | $1,977 | $2,780-28.9% | $7,108-72.2% | $3,741-47.2% |
| Admin fee / account holder | $3,603 | $4,428-18.6% | $5,160-30.2% | $5,306-32.1% |