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 | $33,736 | $72,492-53.5% | $87,102-61.3% | $72,983-53.8% |
| Participation rate | 56.4% | 72.8%-16.4pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 23.42% | 24.46%-1.0pp | 28.19%-4.8pp | 81.01%-57.6pp |
| Employer contribution / active EE | $847 | $1,894-55.3% | $2,521-66.4% | $2,440-65.3% |
| Participant deferral / active EE | $1,558 | $3,270-52.4% | $4,048-61.5% | $3,608-56.8% |
| Admin fee / account holder | $2,342 | $5,055-53.7% | $7,491-68.7% | $5,124-54.3% |