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 | $42,311 | $81,276-47.9% | $155,574-72.8% | $80,925-47.7% |
| Participation rate | 2.9% | 66.2%-63.3pp | 78.2%-75.3pp | 67.7%-64.7pp |
| Annual return | 15.45% | 33.36%-17.9pp | 64.87%-49.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $629 | $3,103-79.7% | $4,676-86.6% | $2,756-77.2% |
| Participant deferral / active EE | $1,257 | $3,453-63.6% | $5,629-77.7% | $4,299-70.8% |
| Admin fee / account holder | $1,543 | $7,993-80.7% | $15,914-90.3% | $6,940-77.8% |