Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,265 | $37,156-13.2% | $83,854-61.5% | $86,983-62.9% |
| Participation rate | 24.3% | 49.1%-24.7pp | 59.1%-34.8pp | 69.5%-45.2pp |
| Annual return | 14.73% | 29.88%-15.1pp | 31.39%-16.7pp | 25.83%-11.1pp |
| Employer contribution / active EE | $412 | $661-37.6% | $1,017-59.5% | $2,584-84.1% |
| Participant deferral / active EE | $1,312 | $1,418-7.5% | $2,035-35.6% | $4,194-68.7% |
| Admin fee / account holder | $2,714 | $2,510+8.1% | $3,197-15.1% | $7,856-65.4% |