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 | $31,841 | $56,287-43.4% | $80,977-60.7% | $62,881-49.4% |
| Participation rate | 68.3% | 68.9%-0.6pp | 75.8%-7.5pp | 69.3%-1.0pp |
| Annual return | 7.92% | 22.13%-14.2pp | 17.11%-9.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,690 | $1,943-13.0% | $3,715-54.5% | $2,281-25.9% |
| Participant deferral / active EE | $3,443 | $4,196-17.9% | $5,696-39.6% | $3,203+7.5% |
| Admin fee / account holder | $312 | $3,742-91.7% | $5,517-94.3% | $4,296-92.7% |