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 | $55,572 | $37,436+48.4% | $77,513-28.3% | $79,858-30.4% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 11.37% | 39.75%-28.4pp | 54.81%-43.4pp | 31.72%-20.3pp |
| Employer contribution / active EE | $221 | $637-65.3% | $987-77.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,375 | $1,261+9.1% | $1,861-26.1% | $3,740-63.2% |
| Admin fee / account holder | $8,921 | $2,505+256.1% | $2,859+212.0% | $5,306+68.1% |