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 | $29,397 | $58,099-49.4% | $76,902-61.8% | $75,177-60.9% |
| Participation rate | 43.3% | 63.9%-20.6pp | 69.6%-26.3pp | 67.2%-23.9pp |
| Annual return | 18.71% | 26.71%-8.0pp | 37.91%-19.2pp | 160.75%-142.0pp |
| Employer contribution / active EE | $551 | $1,996-72.4% | $2,534-78.2% | $2,671-79.4% |
| Participant deferral / active EE | $2,550 | $2,999-15.0% | $3,833-33.5% | $4,126-38.2% |
| Admin fee / account holder | $615 | $4,778-87.1% | $5,479-88.8% | $5,651-89.1% |