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 | $33,496 | $81,331-58.8% | $155,534-78.5% | $80,935-58.6% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 13.33% | 33.37%-20.0pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,280 | $3,105-58.8% | $4,675-72.6% | $2,757-53.6% |
| Participant deferral / active EE | $2,269 | $3,454-34.3% | $5,630-59.7% | $4,299-47.2% |
| Admin fee / account holder | $445 | $7,999-94.4% | $15,900-97.2% | $6,924-93.6% |