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 | $23,083 | $45,343-49.1% | $150,298-84.6% | $67,986-66.0% |
| Participation rate | 45.0% | 51.9%-6.9pp | 77.8%-32.8pp | 57.2%-12.2pp |
| Annual return | 17.23% | 33.28%-16.0pp | 62.79%-45.6pp | 31.67%-14.4pp |
| Employer contribution / active EE | $459 | $1,462-68.6% | $4,154-89.0% | $2,019-77.3% |
| Participant deferral / active EE | $1,200 | $2,055-41.6% | $5,453-78.0% | $3,358-64.3% |
| Admin fee / account holder | $1,445 | $2,250-35.8% | $14,116-89.8% | $3,203-54.9% |