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 | $23,419 | $41,377-43.4% | $109,313-78.6% | $62,881-62.8% |
| Participation rate | 58.3% | 57.5%+0.8pp | 71.3%-12.9pp | 69.3%-11.0pp |
| Annual return | 8.75% | 11.05%-2.3pp | 22.07%-13.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $570 | $1,276-55.3% | $3,892-85.4% | $2,281-75.0% |
| Participant deferral / active EE | $1,696 | $2,045-17.0% | $3,166-46.4% | $3,203-47.0% |
| Admin fee / account holder | $893 | $2,884-69.1% | $5,666-84.2% | $4,296-79.2% |