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 | $21,819 | $84,236-74.1% | $170,435-87.2% | $70,126-68.9% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 17.43% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $735 | $3,387-78.3% | $5,432-86.5% | $2,343-68.6% |
| Participant deferral / active EE | $1,178 | $3,086-61.8% | $4,939-76.2% | $3,332-64.7% |
| Admin fee / account holder | $5,545 | $5,698-2.7% | $13,881-60.1% | $4,645+19.4% |