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 | $39,522 | $95,404-58.6% | $113,397-65.1% | $82,637-52.2% |
| Participation rate | 69.8% | 72.8%-3.1pp | 76.5%-6.7pp | 68.1%+1.7pp |
| Annual return | 16.99% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,309 | $2,307+0.1% | $2,977-22.4% | $2,552-9.5% |
| Participant deferral / active EE | $5,051 | $4,220+19.7% | $5,076-0.5% | $4,126+22.4% |
| Admin fee / account holder | $918 | $9,168-90.0% | $11,957-92.3% | $7,339-87.5% |