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 | $34,836 | $199,109-82.5% | $173,730-79.9% | $154,746-77.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.09% | 20.02%-0.9pp | 19.96%-0.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,953 | $5,311-63.2% | $4,577-57.3% | $4,379-55.4% |
| Participant deferral / active EE | $3,261 | $7,113-54.1% | $6,326-48.4% | $6,730-51.5% |
| Admin fee / account holder | $3,551 | $20,916-83.0% | $17,523-79.7% | $14,365-75.3% |