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 | $36,801 | $58,523-37.1% | $99,479-63.0% | $72,976-49.6% |
| Participation rate | 32.4% | 64.6%-32.3pp | 73.8%-41.5pp | 69.5%-37.1pp |
| Annual return | 23.79% | 28.51%-4.7pp | 30.72%-6.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $557 | $1,512-63.2% | $2,540-78.1% | $2,440-77.2% |
| Participant deferral / active EE | $1,825 | $2,606-30.0% | $3,619-49.6% | $3,608-49.4% |
| Admin fee / account holder | $1,514 | $4,102-63.1% | $6,253-75.8% | $5,124-70.5% |