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 | $34,211 | $81,331-57.9% | $155,534-78.0% | $80,935-57.7% |
| Participation rate | 47.3% | 66.3%-18.9pp | 78.2%-30.9pp | 67.7%-20.3pp |
| Annual return | 12.94% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $724 | $3,105-76.7% | $4,675-84.5% | $2,757-73.8% |
| Participant deferral / active EE | $2,380 | $3,454-31.1% | $5,630-57.7% | $4,299-44.6% |
| Admin fee / account holder | $2,391 | $7,999-70.1% | $15,900-85.0% | $6,924-65.5% |