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 | $23,008 | $37,436-38.5% | $77,513-70.3% | $79,858-71.2% |
| Participation rate | 29.6% | 41.5%-11.9pp | 54.2%-24.6pp | 69.6%-40.0pp |
| Annual return | 15.53% | 39.75%-24.2pp | 54.81%-39.3pp | 31.72%-16.2pp |
| Employer contribution / active EE | $412 | $637-35.3% | $987-58.2% | $2,471-83.3% |
| Participant deferral / active EE | $1,132 | $1,261-10.2% | $1,861-39.2% | $3,740-69.7% |
| Admin fee / account holder | $1,991 | $2,505-20.5% | $2,859-30.4% | $5,306-62.5% |