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 | $28,099 | $72,492-61.2% | $87,104-67.7% | $72,975-61.5% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 25.80% | 24.46%+1.3pp | 28.19%-2.4pp | 81.01%-55.2pp |
| Employer contribution / active EE | $521 | $1,894-72.5% | $2,521-79.3% | $2,440-78.7% |
| Participant deferral / active EE | $2,638 | $3,270-19.3% | $4,048-34.8% | $3,608-26.9% |
| Admin fee / account holder | $3,296 | $5,055-34.8% | $7,491-56.0% | $5,124-35.7% |