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 | $34,540 | $81,358-57.5% | $155,556-77.8% | $80,959-57.3% |
| Participation rate | 51.6% | 66.3%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 13.89% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,834 | $3,106-41.0% | $4,675-60.8% | $2,757-33.5% |
| Participant deferral / active EE | $4,122 | $3,455+19.3% | $5,631-26.8% | $4,300-4.1% |
| Admin fee / account holder | $2,847 | $7,994-64.4% | $15,885-82.1% | $6,925-58.9% |