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 | $33,513 | $72,273-53.6% | $101,275-66.9% | $79,856-58.0% |
| Participation rate | 61.4% | 68.5%-7.1pp | 75.8%-14.4pp | 69.6%-8.3pp |
| Annual return | 18.04% | 22.30%-4.3pp | 46.48%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,433 | $2,691-46.8% | $3,660-60.9% | $2,471-42.0% |
| Participant deferral / active EE | $1,782 | $3,282-45.7% | $4,371-59.2% | $3,741-52.4% |
| Admin fee / account holder | $1,483 | $4,401-66.3% | $5,948-75.1% | $5,306-72.0% |