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 | $52,195 | $77,574-32.7% | $108,753-52.0% | $86,983-40.0% |
| Participation rate | 27.1% | 62.3%-35.2pp | 71.1%-43.9pp | 69.5%-42.4pp |
| Annual return | 21.84% | 18.42%+3.4pp | 37.47%-15.6pp | 25.83%-4.0pp |
| Employer contribution / active EE | $430 | $1,611-73.3% | $2,427-82.3% | $2,584-83.4% |
| Participant deferral / active EE | $1,615 | $3,128-48.4% | $4,115-60.7% | $4,194-61.5% |
| Admin fee / account holder | $5,634 | $6,529-13.7% | $10,320-45.4% | $7,856-28.3% |