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 | $55,020 | $43,749+25.8% | $158,223-65.2% | $65,306-15.8% |
| Participation rate | 25.7% | 56.9%-31.2pp | 79.2%-53.5pp | 57.7%-32.0pp |
| Annual return | 11.25% | 19.41%-8.2pp | 52.09%-40.8pp | 21.94%-10.7pp |
| Employer contribution / active EE | $593 | $1,497-60.4% | $4,109-85.6% | $1,967-69.8% |
| Participant deferral / active EE | $863 | $2,019-57.2% | $5,467-84.2% | $2,959-70.8% |
| Admin fee / account holder | $7,846 | $1,930+306.5% | $16,047-51.1% | $3,480+125.5% |