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 | $42,339 | $62,672-32.4% | $185,117-77.1% | $70,126-39.6% |
| Participation rate | 67.9% | 63.8%+4.1pp | 77.3%-9.3pp | 69.5%-1.6pp |
| Annual return | 20.05% | 40.79%-20.7pp | 40.50%-20.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $344 | $1,753-80.4% | $4,182-91.8% | $2,343-85.3% |
| Participant deferral / active EE | $3,480 | $3,272+6.4% | $5,045-31.0% | $3,332+4.5% |
| Admin fee / account holder | $6,785 | $3,932+72.6% | $8,159-16.8% | $4,645+46.1% |