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 | $33,026 | $64,890-49.1% | $134,172-75.4% | $67,986-51.4% |
| Participation rate | 23.6% | 48.5%-25.0pp | 72.5%-48.9pp | 57.2%-33.6pp |
| Annual return | 17.94% | 16.12%+1.8pp | 25.30%-7.4pp | 31.67%-13.7pp |
| Employer contribution / active EE | $536 | $1,360-60.6% | $3,420-84.3% | $2,019-73.4% |
| Participant deferral / active EE | $1,140 | $2,289-50.2% | $4,690-75.7% | $3,358-66.0% |
| Admin fee / account holder | $852 | $3,140-72.9% | $12,016-92.9% | $3,203-73.4% |