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 | $25,868 | $49,025-47.2% | $87,502-70.4% | $62,881-58.9% |
| Participation rate | 42.4% | 64.9%-22.5pp | 73.8%-31.4pp | 69.3%-26.9pp |
| Annual return | 5.08% | 10.02%-4.9pp | 12.21%-7.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $670 | $1,372-51.2% | $2,550-73.7% | $2,281-70.6% |
| Participant deferral / active EE | $1,454 | $2,289-36.5% | $3,149-53.8% | $3,203-54.6% |
| Admin fee / account holder | $2,127 | $4,065-47.7% | $4,221-49.6% | $4,296-50.5% |