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 | $35,026 | $58,851-40.5% | $115,170-69.6% | $72,983-52.0% |
| Participation rate | 47.1% | 65.5%-18.5pp | 75.9%-28.8pp | 69.5%-22.4pp |
| Annual return | 19.62% | 23.16%-3.5pp | 35.60%-16.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $508 | $1,798-71.7% | $3,179-84.0% | $2,440-79.2% |
| Participant deferral / active EE | $2,224 | $2,643-15.8% | $4,169-46.7% | $3,608-38.3% |
| Admin fee / account holder | $2,079 | $6,370-67.4% | $7,089-70.7% | $5,124-59.4% |