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 | $28,404 | $215,361-86.8% | $171,082-83.4% | $273,972-89.6% |
| Participation rate | 16.7% | 82.0%-65.4pp | 76.7%-60.0pp | 83.0%-66.3pp |
| Annual return | 7.31% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $993 | $4,967-80.0% | $4,002-75.2% | $4,869-79.6% |
| Participant deferral / active EE | $2,170 | $5,543-60.9% | $4,797-54.8% | $5,287-59.0% |
| Admin fee / account holder | $4,169 | $10,846-61.6% | $8,520-51.1% | $10,133-58.9% |