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 | $38,110 | $87,132-56.3% | $105,624-63.9% | $80,959-52.9% |
| Participation rate | 30.8% | 70.4%-39.7pp | 75.3%-44.5pp | 67.7%-36.9pp |
| Annual return | 13.83% | 17.03%-3.2pp | 116.20%-102.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,137 | $2,397-52.6% | $3,168-64.1% | $2,757-58.8% |
| Participant deferral / active EE | $3,441 | $3,985-13.7% | $5,013-31.3% | $4,300-20.0% |
| Admin fee / account holder | $7,623 | $8,449-9.8% | $10,961-30.5% | $6,925+10.1% |