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 | $52,964 | $50,554+4.8% | $67,681-21.7% | $87,485-39.5% |
| Participation rate | 40.9% | 67.7%-26.8pp | 73.7%-32.8pp | 68.9%-28.0pp |
| Annual return | 18.23% | 17.81%+0.4pp | 590.58%-572.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $588 | $1,988-70.5% | $2,678-78.1% | $2,596-77.4% |
| Participant deferral / active EE | $2,292 | $2,961-22.6% | $3,976-42.4% | $4,274-46.4% |
| Admin fee / account holder | $889 | $4,132-78.5% | $6,100-85.4% | $7,775-88.6% |