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 | $31,557 | $83,898-62.4% | $133,346-76.3% | $94,015-66.4% |
| Participation rate | 63.6% | 63.4%+0.3pp | 72.8%-9.2pp | 70.8%-7.2pp |
| Annual return | 16.12% | 16.00%+0.1pp | 36.85%-20.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $588 | $1,821-67.7% | $2,853-79.4% | $2,790-78.9% |
| Participant deferral / active EE | $1,559 | $3,245-52.0% | $4,332-64.0% | $4,249-63.3% |
| Admin fee / account holder | $4,025 | $7,809-48.5% | $14,264-71.8% | $8,951-55.0% |