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 | $36,831 | $81,331-54.7% | $155,534-76.3% | $80,935-54.5% |
| Participation rate | 67.3% | 66.3%+1.0pp | 78.2%-10.9pp | 67.7%-0.4pp |
| Annual return | 12.63% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,798 | $3,105-42.1% | $4,675-61.5% | $2,757-34.8% |
| Participant deferral / active EE | $2,188 | $3,454-36.6% | $5,630-61.1% | $4,299-49.1% |
| Admin fee / account holder | $4,474 | $7,999-44.1% | $15,900-71.9% | $6,924-35.4% |