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 | $31,009 | $72,027-56.9% | $185,861-83.3% | $79,856-61.2% |
| Participation rate | 51.9% | 65.8%-13.8pp | 78.0%-26.1pp | 69.6%-17.7pp |
| Annual return | 16.19% | 23.13%-6.9pp | 35.96%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,051 | $1,965-46.5% | $4,088-74.3% | $2,471-57.5% |
| Participant deferral / active EE | $1,813 | $3,780-52.0% | $5,634-67.8% | $3,741-51.5% |
| Admin fee / account holder | $3,840 | $4,513-14.9% | $9,503-59.6% | $5,306-27.6% |