Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,744 | $43,496-17.8% | $161,489-77.9% | $64,340-44.4% |
| Participation rate | 51.8% | 53.5%-1.8pp | 78.7%-26.9pp | 55.2%-3.5pp |
| Annual return | 19.18% | 20.76%-1.6pp | 89.72%-70.5pp | 24.14%-5.0pp |
| Employer contribution / active EE | $1,231 | $1,431-14.0% | $4,268-71.2% | $1,862-33.9% |
| Participant deferral / active EE | $2,330 | $1,996+16.7% | $5,630-58.6% | $2,980-21.8% |
| Admin fee / account holder | $2,500 | $2,330+7.3% | $16,006-84.4% | $3,703-32.5% |