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 | $30,459 | $52,884-42.4% | $84,753-64.1% | $55,167-44.8% |
| Participation rate | 38.5% | 67.5%-29.1pp | 76.6%-38.1pp | 69.0%-30.5pp |
| Annual return | 7.87% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $868 | $2,233-61.1% | $3,574-75.7% | $1,963-55.8% |
| Participant deferral / active EE | $1,413 | $2,644-46.5% | $3,712-61.9% | $3,054-53.7% |
| Admin fee / account holder | $2,249 | $581+287.3% | $5,333-57.8% | $504+346.4% |