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 | $30,110 | $52,580-42.7% | $71,671-58.0% | $70,126-57.1% |
| Participation rate | 58.1% | 60.9%-2.7pp | 68.7%-10.6pp | 69.5%-11.4pp |
| Annual return | 12.39% | 20.25%-7.9pp | 20.65%-8.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $622 | $1,616-61.5% | $2,460-74.7% | $2,343-73.4% |
| Participant deferral / active EE | $1,454 | $2,386-39.1% | $3,438-57.7% | $3,332-56.4% |
| Admin fee / account holder | $5,271 | $3,653+44.3% | $5,558-5.2% | $4,645+13.5% |