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 | $28,592 | $72,269-60.4% | $101,271-71.8% | $79,852-64.2% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 14.78% | 22.29%-7.5pp | 46.48%-31.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $798 | $2,692-70.3% | $3,660-78.2% | $2,471-67.7% |
| Participant deferral / active EE | $2,590 | $3,282-21.1% | $4,371-40.8% | $3,740-30.8% |
| Admin fee / account holder | $889 | $4,401-79.8% | $5,948-85.1% | $5,306-83.2% |