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 | $30,458 | $45,343-32.8% | $150,298-79.7% | $67,986-55.2% |
| Participation rate | 34.0% | 51.9%-17.9pp | 77.8%-43.8pp | 57.2%-23.2pp |
| Annual return | 15.40% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $346 | $1,462-76.3% | $4,154-91.7% | $2,019-82.9% |
| Participant deferral / active EE | $1,180 | $2,055-42.6% | $5,453-78.4% | $3,358-64.9% |
| Admin fee / account holder | $1,707 | $2,250-24.1% | $14,116-87.9% | $3,203-46.7% |