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 | $30,161 | $65,364-53.9% | $92,909-67.5% | $72,975-58.7% |
| Participation rate | 25.6% | 68.3%-42.7pp | 76.0%-50.4pp | 69.5%-43.9pp |
| Annual return | 29.86% | 42.11%-12.2pp | 109.44%-79.6pp | 81.01%-51.2pp |
| Employer contribution / active EE | $779 | $2,594-70.0% | $3,653-78.7% | $2,440-68.1% |
| Participant deferral / active EE | $1,330 | $3,128-57.5% | $4,238-68.6% | $3,608-63.1% |
| Admin fee / account holder | $369 | $4,251-91.3% | $5,795-93.6% | $5,124-92.8% |