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 | $31,309 | $81,358-61.5% | $155,556-79.9% | $80,959-61.3% |
| Participation rate | 40.3% | 66.3%-26.0pp | 78.2%-37.9pp | 67.7%-27.4pp |
| Annual return | 15.16% | 33.39%-18.2pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $862 | $3,106-72.2% | $4,675-81.6% | $2,757-68.7% |
| Participant deferral / active EE | $2,150 | $3,455-37.8% | $5,631-61.8% | $4,300-50.0% |
| Admin fee / account holder | $722 | $7,994-91.0% | $15,885-95.5% | $6,925-89.6% |