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 | $25,310 | $105,623-76.0% | $87,502-71.1% | $273,972-90.8% |
| Participation rate | 61.5% | 78.2%-16.7pp | 73.8%-12.3pp | 83.0%-21.5pp |
| Annual return | 3.64% | 12.26%-8.6pp | 12.21%-8.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,098 | $3,141-65.0% | $2,550-56.9% | $4,869-77.4% |
| Participant deferral / active EE | $1,720 | $3,601-52.2% | $3,149-45.4% | $5,287-67.5% |
| Admin fee / account holder | $331 | $4,781-93.1% | $4,221-92.2% | $10,133-96.7% |