Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,306 | $87,166-61.8% | $76,735-56.6% | $137,256-75.7% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 15.48% | 26.50%-11.0pp | 29.77%-14.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $585 | $2,904-79.9% | $2,454-76.2% | $4,156-85.9% |
| Participant deferral / active EE | $2,439 | $4,726-48.4% | $4,088-40.3% | $6,407-61.9% |
| Admin fee / account holder | $8,061 | $8,403-4.1% | $7,189+12.1% | $12,270-34.3% |