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 | $32,846 | $81,331-59.6% | $155,534-78.9% | $80,935-59.4% |
| Participation rate | 45.2% | 66.3%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 13.75% | 33.37%-19.6pp | 64.92%-51.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $941 | $3,105-69.7% | $4,675-79.9% | $2,757-65.9% |
| Participant deferral / active EE | $2,619 | $3,454-24.2% | $5,630-53.5% | $4,299-39.1% |
| Admin fee / account holder | $1,810 | $7,999-77.4% | $15,900-88.6% | $6,924-73.9% |