Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,625 | $36,844-14.2% | $83,854-62.3% | $65,306-51.6% |
| Participation rate | 14.4% | 29.2%-14.8pp | 59.1%-44.7pp | 57.7%-43.2pp |
| Annual return | 18.79% | 22.28%-3.5pp | 31.39%-12.6pp | 21.94%-3.1pp |
| Employer contribution / active EE | $283 | $415-31.8% | $1,017-72.2% | $1,967-85.6% |
| Participant deferral / active EE | $674 | $1,040-35.1% | $2,035-66.9% | $2,959-77.2% |
| Admin fee / account holder | $3,164 | $2,546+24.3% | $3,197-1.0% | $3,480-9.1% |