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 | $31,360 | $41,377-24.2% | $109,313-71.3% | $62,881-50.1% |
| Participation rate | 45.5% | 57.5%-12.1pp | 71.3%-25.8pp | 69.3%-23.9pp |
| Annual return | 7.24% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $328 | $1,276-74.3% | $3,892-91.6% | $2,281-85.6% |
| Participant deferral / active EE | $937 | $2,045-54.2% | $3,166-70.4% | $3,203-70.7% |
| Admin fee / account holder | $4,026 | $2,884+39.6% | $5,666-28.9% | $4,296-6.3% |