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 | $35,452 | $86,938-59.2% | $102,423-65.4% | $80,925-56.2% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 14.04% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $992 | $2,369-58.1% | $3,023-67.2% | $2,756-64.0% |
| Participant deferral / active EE | $2,387 | $4,120-42.1% | $5,054-52.8% | $4,299-44.5% |
| Admin fee / account holder | $7,498 | $8,053-6.9% | $9,455-20.7% | $6,940+8.0% |