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 | $41,253 | $52,580-21.5% | $71,671-42.4% | $70,126-41.2% |
| Participation rate | 41.7% | 60.9%-19.2pp | 68.7%-27.1pp | 69.5%-27.9pp |
| Annual return | 15.88% | 20.25%-4.4pp | 20.65%-4.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $550 | $1,616-65.9% | $2,460-77.6% | $2,343-76.5% |
| Participant deferral / active EE | $1,712 | $2,386-28.3% | $3,438-50.2% | $3,332-48.6% |
| Admin fee / account holder | $2,914 | $3,653-20.2% | $5,558-47.6% | $4,645-37.3% |