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 | $35,309 | $97,648-63.8% | $121,663-71.0% | $87,485-59.6% |
| Participation rate | 48.0% | 70.5%-22.5pp | 74.5%-26.5pp | 68.9%-20.9pp |
| Annual return | 16.60% | 18.03%-1.4pp | 147.54%-130.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,155 | $2,300-49.8% | $3,020-61.8% | $2,596-55.5% |
| Participant deferral / active EE | $2,994 | $3,923-23.7% | $4,887-38.7% | $4,274-29.9% |
| Admin fee / account holder | $5,892 | $11,100-46.9% | $14,289-58.8% | $7,775-24.2% |