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 | $33,654 | $54,757-38.5% | $90,300-62.7% | $72,983-53.9% |
| Participation rate | 29.0% | 65.1%-36.1pp | 73.3%-44.2pp | 69.5%-40.5pp |
| Annual return | 28.07% | 30.63%-2.6pp | 78.11%-50.0pp | 81.01%-52.9pp |
| Employer contribution / active EE | $1,716 | $2,092-18.0% | $2,854-39.9% | $2,440-29.7% |
| Participant deferral / active EE | $2,527 | $2,887-12.5% | $3,884-35.0% | $3,608-30.0% |
| Admin fee / account holder | $558 | $3,972-85.9% | $5,353-89.6% | $5,124-89.1% |