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 | $41,820 | $81,262-48.5% | $155,602-73.1% | $80,911-48.3% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.4pp | 67.6%-29.8pp |
| Annual return | 19.08% | 33.34%-14.3pp | 64.81%-45.7pp | 35.63%-16.5pp |
| Employer contribution / active EE | $462 | $3,102-85.1% | $4,675-90.1% | $2,756-83.2% |
| Participant deferral / active EE | $936 | $3,451-72.9% | $5,629-83.4% | $4,297-78.2% |
| Admin fee / account holder | $514 | $7,992-93.6% | $15,923-96.8% | $6,935-92.6% |