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 | $39,343 | $62,672-37.2% | $185,117-78.7% | $70,126-43.9% |
| Participation rate | 42.2% | 63.8%-21.6pp | 77.3%-35.1pp | 69.5%-27.4pp |
| Annual return | 14.94% | 40.79%-25.9pp | 40.50%-25.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $286 | $1,753-83.7% | $4,182-93.2% | $2,343-87.8% |
| Participant deferral / active EE | $1,604 | $3,272-51.0% | $5,045-68.2% | $3,332-51.9% |
| Admin fee / account holder | $1,884 | $3,932-52.1% | $8,159-76.9% | $4,645-59.4% |