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 | $34,048 | $136,860-75.1% | $120,344-71.7% | $154,746-78.0% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 18.02% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,601 | $3,533-54.7% | $3,020-47.0% | $4,379-63.4% |
| Participant deferral / active EE | $7,493 | $5,793+29.3% | $5,135+45.9% | $6,730+11.3% |
| Admin fee / account holder | $318 | $15,393-97.9% | $12,742-97.5% | $14,365-97.8% |