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 | $32,338 | $50,554-36.0% | $67,681-52.2% | $87,485-63.0% |
| Participation rate | 48.0% | 67.7%-19.7pp | 73.7%-25.7pp | 68.9%-20.9pp |
| Annual return | 18.90% | 17.81%+1.1pp | 590.58%-571.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $533 | $1,988-73.2% | $2,678-80.1% | $2,596-79.5% |
| Participant deferral / active EE | $2,328 | $2,961-21.4% | $3,976-41.4% | $4,274-45.5% |
| Admin fee / account holder | $331 | $4,132-92.0% | $6,100-94.6% | $7,775-95.7% |