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 | $23,367 | $41,016-43.0% | $152,093-84.6% | $64,097-63.5% |
| Participation rate | 24.0% | 51.3%-27.4pp | 77.8%-53.8pp | 55.2%-31.2pp |
| Annual return | 14.86% | 39.60%-24.7pp | 66.36%-51.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $330 | $1,342-75.4% | $4,175-92.1% | $1,891-82.5% |
| Participant deferral / active EE | $579 | $1,927-69.9% | $5,451-89.4% | $3,080-81.2% |
| Admin fee / account holder | $528 | $2,305-77.1% | $14,497-96.4% | $3,454-84.7% |