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 | $35,021 | $62,592-44.0% | $85,709-59.1% | $85,847-59.2% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 17.64% | 23.77%-6.1pp | 21.49%-3.8pp | 318.61%-301.0pp |
| Employer contribution / active EE | $349 | $1,755-80.1% | $2,619-86.7% | $2,565-86.4% |
| Participant deferral / active EE | $2,671 | $2,802-4.7% | $3,924-31.9% | $3,952-32.4% |
| Admin fee / account holder | $5,223 | $4,643+12.5% | $6,876-24.0% | $6,261-16.6% |