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 | $32,468 | $43,496-25.4% | $161,489-79.9% | $64,340-49.5% |
| Participation rate | 30.1% | 53.5%-23.4pp | 78.7%-48.6pp | 55.2%-25.1pp |
| Annual return | 19.66% | 20.76%-1.1pp | 89.72%-70.1pp | 24.14%-4.5pp |
| Employer contribution / active EE | $299 | $1,431-79.1% | $4,268-93.0% | $1,862-83.9% |
| Participant deferral / active EE | $2,513 | $1,996+25.9% | $5,630-55.4% | $2,980-15.7% |
| Admin fee / account holder | $3,013 | $2,330+29.3% | $16,006-81.2% | $3,703-18.6% |