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 | $31,728 | $81,331-61.0% | $155,534-79.6% | $80,935-60.8% |
| Participation rate | 27.3% | 66.3%-39.0pp | 78.2%-50.9pp | 67.7%-40.4pp |
| Annual return | 39.05% | 33.37%+5.7pp | 64.92%-25.9pp | 35.66%+3.4pp |
| Employer contribution / active EE | $1,242 | $3,105-60.0% | $4,675-73.4% | $2,757-54.9% |
| Participant deferral / active EE | $2,285 | $3,454-33.8% | $5,630-59.4% | $4,299-46.9% |
| Admin fee / account holder | $1,337 | $7,999-83.3% | $15,900-91.6% | $6,924-80.7% |