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 | $33,614 | $57,828-41.9% | $117,039-71.3% | $70,126-52.1% |
| Participation rate | 51.4% | 67.1%-15.8pp | 77.2%-25.8pp | 69.5%-18.2pp |
| Annual return | 13.60% | 17.55%-3.9pp | 18.95%-5.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $910 | $1,816-49.9% | $3,785-76.0% | $2,343-61.2% |
| Participant deferral / active EE | $1,175 | $2,438-51.8% | $3,929-70.1% | $3,332-64.7% |
| Admin fee / account holder | $335 | $3,548-90.6% | $5,974-94.4% | $4,645-92.8% |