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 | $32,787 | $87,166-62.4% | $76,735-57.3% | $137,256-76.1% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 10.99% | 26.50%-15.5pp | 29.77%-18.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $873 | $2,904-69.9% | $2,454-64.4% | $4,156-79.0% |
| Participant deferral / active EE | $3,145 | $4,726-33.5% | $4,088-23.1% | $6,407-50.9% |
| Admin fee / account holder | $10,551 | $8,403+25.6% | $7,189+46.8% | $12,270-14.0% |