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 | $38,344 | $73,978-48.2% | $96,515-60.3% | $75,173-49.0% |
| Participation rate | 61.7% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.5pp |
| Annual return | 19.38% | 26.72%-7.3pp | 35.73%-16.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,178 | $2,931-25.7% | $3,740-41.8% | $2,671-18.5% |
| Participant deferral / active EE | $5,140 | $3,660+40.4% | $4,880+5.3% | $4,126+24.6% |
| Admin fee / account holder | $3,941 | $5,219-24.5% | $6,735-41.5% | $5,651-30.2% |