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 | $29,525 | $52,279-43.5% | $89,435-67.0% | $79,856-63.0% |
| Participation rate | 45.2% | 57.5%-12.3pp | 68.0%-22.7pp | 69.6%-24.4pp |
| Annual return | 20.09% | 22.16%-2.1pp | 245.55%-225.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $705 | $1,572-55.1% | $2,587-72.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,481 | $2,740-46.0% | $3,890-61.9% | $3,741-60.4% |
| Admin fee / account holder | $334 | $3,356-90.1% | $4,884-93.2% | $5,306-93.7% |