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 | $34,565 | $57,575-40.0% | $124,067-72.1% | $86,983-60.3% |
| Participation rate | 39.0% | 62.3%-23.3pp | 66.9%-27.9pp | 69.5%-30.6pp |
| Annual return | 15.13% | 19.65%-4.5pp | 31.06%-15.9pp | 25.83%-10.7pp |
| Employer contribution / active EE | $738 | $1,615-54.3% | $2,166-65.9% | $2,584-71.4% |
| Participant deferral / active EE | $1,401 | $2,623-46.6% | $3,463-59.5% | $4,194-66.6% |
| Admin fee / account holder | $1,526 | $8,506-82.1% | $7,351-79.2% | $7,856-80.6% |