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 | $27,360 | $45,343-39.7% | $150,298-81.8% | $67,986-59.8% |
| Participation rate | 37.2% | 51.9%-14.6pp | 77.8%-40.5pp | 57.2%-20.0pp |
| Annual return | 17.82% | 33.28%-15.5pp | 62.79%-45.0pp | 31.67%-13.8pp |
| Employer contribution / active EE | $843 | $1,462-42.3% | $4,154-79.7% | $2,019-58.2% |
| Participant deferral / active EE | $1,645 | $2,055-20.0% | $5,453-69.8% | $3,358-51.0% |
| Admin fee / account holder | $1,058 | $2,250-53.0% | $14,116-92.5% | $3,203-67.0% |