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 | $39,324 | $60,444-34.9% | $68,948-43.0% | $82,448-52.3% |
| Participation rate | 39.6% | 73.6%-34.0pp | 79.2%-39.5pp | 68.1%-28.4pp |
| Annual return | 13.33% | 15.42%-2.1pp | 28.39%-15.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $767 | $3,449-77.8% | $4,165-81.6% | $2,551-69.9% |
| Participant deferral / active EE | $1,096 | $3,658-70.1% | $6,186-82.3% | $4,139-73.5% |
| Admin fee / account holder | $3,903 | $6,421-39.2% | $7,539-48.2% | $7,234-46.1% |