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 | $32,564 | $77,814-58.2% | $158,223-79.4% | $86,983-62.6% |
| Participation rate | 34.3% | 68.4%-34.1pp | 79.2%-44.9pp | 69.5%-35.3pp |
| Annual return | 16.46% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $875 | $2,592-66.2% | $4,109-78.7% | $2,584-66.1% |
| Participant deferral / active EE | $2,162 | $3,270-33.9% | $5,467-60.4% | $4,194-48.4% |
| Admin fee / account holder | $1,015 | $5,879-82.7% | $16,047-93.7% | $7,856-87.1% |