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 | $28,968 | $37,156-22.0% | $83,854-65.5% | $86,983-66.7% |
| Participation rate | 41.5% | 49.1%-7.6pp | 59.1%-17.6pp | 69.5%-28.1pp |
| Annual return | 16.74% | 29.88%-13.1pp | 31.39%-14.7pp | 25.83%-9.1pp |
| Employer contribution / active EE | $518 | $661-21.7% | $1,017-49.1% | $2,584-80.0% |
| Participant deferral / active EE | $1,499 | $1,418+5.7% | $2,035-26.3% | $4,194-64.3% |
| Admin fee / account holder | $1,407 | $2,510-43.9% | $3,197-56.0% | $7,856-82.1% |