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 | $33,739 | $57,590-41.4% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 34.6% | 57.9%-23.2pp | 69.0%-34.4pp | 68.1%-33.5pp |
| Annual return | 15.70% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $653 | $1,655-60.5% | $2,504-73.9% | $2,551-74.4% |
| Participant deferral / active EE | $788 | $3,080-74.4% | $4,559-82.7% | $4,139-81.0% |
| Admin fee / account holder | $1,430 | $4,730-69.8% | $8,342-82.9% | $7,234-80.2% |