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 | $42,745 | $76,407-44.1% | $150,298-71.6% | $82,448-48.2% |
| Participation rate | 32.2% | 66.4%-34.2pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 20.83% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $907 | $2,614-65.3% | $4,154-78.2% | $2,551-64.4% |
| Participant deferral / active EE | $1,598 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $846 | $6,352-86.7% | $14,116-94.0% | $7,234-88.3% |