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 | $23,471 | $63,365-63.0% | $91,994-74.5% | $72,975-67.8% |
| Participation rate | 46.9% | 72.5%-25.6pp | 78.6%-31.8pp | 69.5%-22.6pp |
| Annual return | 21.85% | 35.35%-13.5pp | 69.04%-47.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,458 | $2,116-31.1% | $3,453-57.8% | $2,440-40.3% |
| Participant deferral / active EE | $2,170 | $4,883-55.6% | $5,924-63.4% | $3,608-39.9% |
| Admin fee / account holder | $4,236 | $4,670-9.3% | $7,744-45.3% | $5,124-17.3% |