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 | $39,080 | $61,390-36.3% | $112,228-65.2% | $75,177-48.0% |
| Participation rate | 56.0% | 61.6%-5.6pp | 72.4%-16.4pp | 67.2%-11.2pp |
| Annual return | 17.92% | 28.47%-10.5pp | 30.23%-12.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,358 | $2,015-32.6% | $3,432-60.4% | $2,671-49.2% |
| Participant deferral / active EE | $2,116 | $3,108-31.9% | $4,800-55.9% | $4,126-48.7% |
| Admin fee / account holder | $722 | $4,862-85.2% | $7,752-90.7% | $5,651-87.2% |