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 | $32,050 | $69,977-54.2% | $108,582-70.5% | $62,881-49.0% |
| Participation rate | 53.3% | 72.9%-19.6pp | 79.6%-26.2pp | 69.3%-16.0pp |
| Annual return | 7.59% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,349 | $2,135-36.8% | $3,758-64.1% | $2,281-40.9% |
| Participant deferral / active EE | $3,657 | $3,165+15.6% | $4,311-15.2% | $3,203+14.2% |
| Admin fee / account holder | $1,931 | $5,076-62.0% | $7,645-74.7% | $4,296-55.0% |