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 | $21,597 | $81,276-73.4% | $155,574-86.1% | $80,925-73.3% |
| Participation rate | 34.4% | 66.2%-31.8pp | 78.2%-43.8pp | 67.7%-33.2pp |
| Annual return | 15.02% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $876 | $3,103-71.8% | $4,676-81.3% | $2,756-68.2% |
| Participant deferral / active EE | $1,886 | $3,453-45.4% | $5,629-66.5% | $4,299-56.1% |
| Admin fee / account holder | $812 | $7,993-89.8% | $15,914-94.9% | $6,940-88.3% |