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 | $18,538 | $48,078-61.4% | $78,676-76.4% | $62,881-70.5% |
| Participation rate | 37.7% | 65.2%-27.5pp | 73.6%-35.9pp | 69.3%-31.6pp |
| Annual return | 6.43% | 31.36%-24.9pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $929 | $2,015-53.9% | $2,850-67.4% | $2,281-59.3% |
| Participant deferral / active EE | $1,776 | $2,587-31.4% | $3,517-49.5% | $3,203-44.5% |
| Admin fee / account holder | $2,095 | $3,206-34.7% | $4,510-53.5% | $4,296-51.2% |