Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,966 | $57,119-80.8% | $85,187-87.1% | $80,935-86.5% |
| Participation rate | 65.4% | 56.4%+9.0pp | 67.5%-2.1pp | 67.7%-2.3pp |
| Annual return | 12.40% | 21.70%-9.3pp | 66.67%-54.3pp | 35.66%-23.3pp |
| Employer contribution / active EE | $718 | $1,802-60.1% | $2,732-73.7% | $2,757-73.9% |
| Participant deferral / active EE | $2,732 | $3,115-12.3% | $4,525-39.6% | $4,299-36.5% |
| Admin fee / account holder | $613 | $4,990-87.7% | $6,162-90.1% | $6,924-91.1% |