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 | $29,325 | $77,814-62.3% | $158,223-81.5% | $86,983-66.3% |
| Participation rate | 62.5% | 68.4%-5.9pp | 79.2%-16.7pp | 69.5%-7.0pp |
| Annual return | 15.31% | 30.54%-15.2pp | 52.09%-36.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $651 | $2,592-74.9% | $4,109-84.1% | $2,584-74.8% |
| Participant deferral / active EE | $2,106 | $3,270-35.6% | $5,467-61.5% | $4,194-49.8% |
| Admin fee / account holder | $3,419 | $5,879-41.9% | $16,047-78.7% | $7,856-56.5% |