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 | $42,627 | $102,245-58.3% | $89,340-52.3% | $137,256-68.9% |
| Participation rate | 30.0% | 74.9%-44.9pp | 69.6%-39.6pp | 80.0%-50.0pp |
| Annual return | 19.16% | 21.89%-2.7pp | 20.57%-1.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $425 | $2,529-83.2% | $2,231-81.0% | $4,156-89.8% |
| Participant deferral / active EE | $980 | $4,436-77.9% | $3,823-74.4% | $6,407-84.7% |
| Admin fee / account holder | $677 | $8,085-91.6% | $6,704-89.9% | $12,270-94.5% |