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 | $30,913 | $57,828-46.5% | $117,039-73.6% | $70,126-55.9% |
| Participation rate | 39.5% | 67.1%-27.6pp | 77.2%-37.6pp | 69.5%-30.0pp |
| Annual return | 14.36% | 17.55%-3.2pp | 18.95%-4.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $936 | $1,816-48.5% | $3,785-75.3% | $2,343-60.1% |
| Participant deferral / active EE | $1,378 | $2,438-43.5% | $3,929-64.9% | $3,332-58.6% |
| Admin fee / account holder | $2,164 | $3,548-39.0% | $5,974-63.8% | $4,645-53.4% |