Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,264 | $64,920-54.9% | $103,693-71.8% | $86,983-66.4% |
| Participation rate | 45.5% | 63.6%-18.1pp | 72.6%-27.2pp | 69.5%-24.1pp |
| Annual return | 20.95% | 30.29%-9.3pp | 47.61%-26.7pp | 25.83%-4.9pp |
| Employer contribution / active EE | $768 | $2,141-64.1% | $2,920-73.7% | $2,584-70.3% |
| Participant deferral / active EE | $1,960 | $3,241-39.5% | $4,579-57.2% | $4,194-53.3% |
| Admin fee / account holder | $1,744 | $6,191-71.8% | $7,858-77.8% | $7,856-77.8% |