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 | $31,952 | $83,485-61.7% | $125,195-74.5% | $72,976-56.2% |
| Participation rate | 51.2% | 73.3%-22.1pp | 79.8%-28.6pp | 69.5%-18.3pp |
| Annual return | 24.20% | 25.77%-1.6pp | 43.79%-19.6pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,212 | $2,346-48.3% | $3,866-68.6% | $2,440-50.3% |
| Participant deferral / active EE | $2,051 | $3,586-42.8% | $4,937-58.5% | $3,608-43.1% |
| Admin fee / account holder | $2,991 | $5,518-45.8% | $9,704-69.2% | $5,124-41.6% |