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 | $37,809 | $85,515-55.8% | $112,040-66.3% | $67,986-44.4% |
| Participation rate | 37.1% | 68.2%-31.2pp | 76.5%-39.4pp | 57.2%-20.1pp |
| Annual return | 13.99% | 29.68%-15.7pp | 24.52%-10.5pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,113 | $2,191-49.2% | $2,954-62.3% | $2,019-44.8% |
| Participant deferral / active EE | $1,927 | $4,014-52.0% | $5,098-62.2% | $3,358-42.6% |
| Admin fee / account holder | $6,963 | $3,774+84.5% | $12,098-42.4% | $3,203+117.4% |