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 | $22,923 | $46,877-51.1% | $122,354-81.3% | $70,124-67.3% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 14.36% | 24.22%-9.9pp | 30.28%-15.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $455 | $1,288-64.7% | $4,051-88.8% | $2,342-80.6% |
| Participant deferral / active EE | $847 | $2,167-60.9% | $3,287-74.2% | $3,332-74.6% |
| Admin fee / account holder | $2,343 | $3,324-29.5% | $5,479-57.2% | $4,645-49.6% |