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 | $32,998 | $54,541-39.5% | $78,778-58.1% | $70,124-52.9% |
| Participation rate | 54.3% | 60.8%-6.5pp | 69.2%-14.9pp | 69.5%-15.3pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $379 | $1,089-65.1% | $1,986-80.9% | $2,342-83.8% |
| Participant deferral / active EE | $1,099 | $2,210-50.3% | $2,958-62.8% | $3,332-67.0% |
| Admin fee / account holder | $2,247 | $3,709-39.4% | $5,134-56.2% | $4,645-51.6% |