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 | $47,487 | $78,690-39.7% | $161,489-70.6% | $87,485-45.7% |
| Participation rate | 36.7% | 67.5%-30.7pp | 78.7%-42.0pp | 68.9%-32.2pp |
| Annual return | 15.12% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $764 | $2,588-70.5% | $4,268-82.1% | $2,596-70.6% |
| Participant deferral / active EE | $2,009 | $3,311-39.3% | $5,630-64.3% | $4,274-53.0% |
| Admin fee / account holder | $791 | $6,724-88.2% | $16,006-95.1% | $7,775-89.8% |