Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,741 | $57,140-34.0% | $85,240-55.7% | $80,959-53.4% |
| Participation rate | 40.6% | 56.4%-15.8pp | 67.5%-26.9pp | 67.7%-27.0pp |
| Annual return | 12.40% | 21.71%-9.3pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $963 | $1,802-46.6% | $2,735-64.8% | $2,757-65.1% |
| Participant deferral / active EE | $2,693 | $3,115-13.5% | $4,527-40.5% | $4,300-37.4% |
| Admin fee / account holder | $789 | $4,992-84.2% | $6,165-87.2% | $6,925-88.6% |