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 | $28,285 | $88,996-68.2% | $78,004-63.7% | $138,895-79.6% |
| Participation rate | 69.2% | 74.4%-5.1pp | 69.4%-0.2pp | 79.9%-10.7pp |
| Annual return | 15.11% | 28.03%-12.9pp | 31.07%-16.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $633 | $2,917-78.3% | $2,469-74.4% | $4,194-84.9% |
| Participant deferral / active EE | $2,740 | $4,724-42.0% | $4,092-33.0% | $6,396-57.2% |
| Admin fee / account holder | $1,260 | $8,807-85.7% | $7,578-83.4% | $12,562-90.0% |