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 | $18,332 | $57,140-67.9% | $85,240-78.5% | $80,959-77.4% |
| Participation rate | 26.9% | 56.4%-29.5pp | 67.5%-40.6pp | 67.7%-40.7pp |
| Annual return | 13.40% | 21.71%-8.3pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $746 | $1,802-58.6% | $2,735-72.7% | $2,757-72.9% |
| Participant deferral / active EE | $2,191 | $3,115-29.7% | $4,527-51.6% | $4,300-49.0% |
| Admin fee / account holder | $647 | $4,992-87.0% | $6,165-89.5% | $6,925-90.7% |