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 | $31,256 | $55,684-43.9% | $75,900-58.8% | $72,976-57.2% |
| Participation rate | 65.5% | 61.1%+4.4pp | 69.3%-3.8pp | 69.5%-4.0pp |
| Annual return | 19.63% | 27.60%-8.0pp | 30.73%-11.1pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,023 | $1,687-39.4% | $2,501-59.1% | $2,440-58.1% |
| Participant deferral / active EE | $2,706 | $2,634+2.7% | $3,604-24.9% | $3,608-25.0% |
| Admin fee / account holder | $5,673 | $3,981+42.5% | $5,421+4.7% | $5,124+10.7% |