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 | $39,806 | $58,848-32.4% | $88,179-54.9% | $82,637-51.8% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.1%-1.1pp | 68.1%-0.1pp |
| Annual return | 18.35% | 22.76%-4.4pp | 64.97%-46.6pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,211 | $1,678+31.7% | $2,549-13.3% | $2,552-13.4% |
| Participant deferral / active EE | $4,014 | $3,124+28.5% | $4,614-13.0% | $4,126-2.7% |
| Admin fee / account holder | $311 | $4,795-93.5% | $7,673-95.9% | $7,339-95.8% |