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 | $36,515 | $37,436-2.5% | $77,513-52.9% | $79,858-54.3% |
| Participation rate | 47.2% | 41.5%+5.6pp | 54.2%-7.0pp | 69.6%-22.5pp |
| Annual return | 23.11% | 39.75%-16.6pp | 54.81%-31.7pp | 31.72%-8.6pp |
| Employer contribution / active EE | $939 | $637+47.5% | $987-4.8% | $2,471-62.0% |
| Participant deferral / active EE | $3,989 | $1,261+216.4% | $1,861+114.3% | $3,740+6.6% |
| Admin fee / account holder | $688 | $2,505-72.5% | $2,859-75.9% | $5,306-87.0% |