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 | $28,100 | $73,787-61.9% | $98,716-71.5% | $82,448-65.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 14.95% | 18.57%-3.6pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,308 | $1,511-13.5% | $2,279-42.6% | $2,551-48.7% |
| Participant deferral / active EE | $3,061 | $3,081-0.7% | $4,048-24.4% | $4,139-26.1% |
| Admin fee / account holder | $2,292 | $6,500-64.7% | $8,703-73.7% | $7,234-68.3% |