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 | $25,042 | $49,239-49.1% | $70,462-64.5% | $79,858-68.6% |
| Participation rate | 54.9% | 69.2%-14.3pp | 75.1%-20.2pp | 69.6%-14.8pp |
| Annual return | 14.23% | 30.08%-15.9pp | 109.08%-94.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $752 | $2,100-64.2% | $2,737-72.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,090 | $2,769-24.5% | $3,710-43.6% | $3,740-44.1% |
| Admin fee / account holder | $2,070 | $2,876-28.0% | $3,845-46.2% | $5,306-61.0% |