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 | $44,532 | $39,132+13.8% | $57,196-22.1% | $62,881-29.2% |
| Participation rate | 29.8% | 70.5%-40.7pp | 75.3%-45.5pp | 69.3%-39.5pp |
| Annual return | 7.53% | 9.24%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $646 | $1,874-65.5% | $2,683-75.9% | $2,281-71.7% |
| Participant deferral / active EE | $964 | $2,374-59.4% | $3,096-68.9% | $3,203-69.9% |
| Admin fee / account holder | $1,241 | $2,594-52.2% | $3,141-60.5% | $4,296-71.1% |