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 | $34,344 | $37,446-8.3% | $77,513-55.7% | $79,852-57.0% |
| Participation rate | 44.8% | 41.5%+3.3pp | 54.2%-9.4pp | 69.6%-24.8pp |
| Annual return | 28.45% | 39.76%-11.3pp | 54.81%-26.4pp | 31.72%-3.3pp |
| Employer contribution / active EE | $197 | $637-69.0% | $987-80.0% | $2,471-92.0% |
| Participant deferral / active EE | $621 | $1,261-50.8% | $1,861-66.6% | $3,740-83.4% |
| Admin fee / account holder | $978 | $2,506-61.0% | $2,859-65.8% | $5,306-81.6% |