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 | $34,019 | $81,331-58.2% | $155,534-78.1% | $80,935-58.0% |
| Participation rate | 60.5% | 66.3%-5.7pp | 78.2%-17.7pp | 67.7%-7.1pp |
| Annual return | 15.44% | 33.37%-17.9pp | 64.92%-49.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,298 | $3,105-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $3,055 | $3,454-11.6% | $5,630-45.7% | $4,299-28.9% |
| Admin fee / account holder | $967 | $7,999-87.9% | $15,900-93.9% | $6,924-86.0% |