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 | $30,241 | $53,774-43.8% | $134,162-77.5% | $79,852-62.1% |
| Participation rate | 37.1% | 58.8%-21.6pp | 72.2%-35.0pp | 69.6%-32.5pp |
| Annual return | 14.49% | 19.01%-4.5pp | 36.35%-21.9pp | 31.72%-17.2pp |
| Employer contribution / active EE | $316 | $1,322-76.1% | $3,705-91.5% | $2,471-87.2% |
| Participant deferral / active EE | $1,604 | $2,420-33.7% | $3,500-54.2% | $3,740-57.1% |
| Admin fee / account holder | $631 | $3,985-84.2% | $6,685-90.6% | $5,306-88.1% |