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 | $36,224 | $84,953-57.4% | $163,379-77.8% | $82,637-56.2% |
| Participation rate | 36.7% | 65.9%-29.2pp | 76.8%-40.1pp | 68.1%-31.3pp |
| Annual return | 17.75% | 23.07%-5.3pp | 63.41%-45.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $495 | $2,183-77.3% | $3,752-86.8% | $2,552-80.6% |
| Participant deferral / active EE | $2,359 | $4,326-45.5% | $6,282-62.4% | $4,126-42.8% |
| Admin fee / account holder | $1,951 | $7,921-75.4% | $9,818-80.1% | $7,339-73.4% |