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 | $38,822 | $47,944-19.0% | $67,834-42.8% | $62,881-38.3% |
| Participation rate | 58.3% | 61.1%-2.7pp | 68.8%-10.5pp | 69.3%-11.0pp |
| Annual return | 6.27% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,180 | $1,562-24.5% | $2,403-50.9% | $2,281-48.3% |
| Participant deferral / active EE | $2,582 | $2,247+14.9% | $3,160-18.3% | $3,203-19.4% |
| Admin fee / account holder | $1,074 | $3,712-71.1% | $4,622-76.8% | $4,296-75.0% |