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 | $31,806 | $58,627-45.7% | $76,735-58.6% | $82,448-61.4% |
| Participation rate | 65.7% | 63.2%+2.5pp | 69.5%-3.8pp | 68.1%-2.4pp |
| Annual return | 14.98% | 39.10%-24.1pp | 29.77%-14.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $763 | $1,729-55.9% | $2,454-68.9% | $2,551-70.1% |
| Participant deferral / active EE | $2,170 | $3,134-30.8% | $4,088-46.9% | $4,139-47.6% |
| Admin fee / account holder | $1,252 | $5,323-76.5% | $7,189-82.6% | $7,234-82.7% |