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 | $30,557 | $59,839-48.9% | $81,991-62.7% | $79,852-61.7% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.3%-1.6pp | 69.6%-1.9pp |
| Annual return | 21.97% | 17.56%+4.4pp | 41.31%-19.3pp | 31.72%-9.8pp |
| Employer contribution / active EE | $1,897 | $1,713+10.7% | $2,498-24.1% | $2,471-23.2% |
| Participant deferral / active EE | $3,270 | $2,695+21.3% | $3,722-12.1% | $3,740-12.6% |
| Admin fee / account holder | $1,035 | $4,287-75.9% | $5,665-81.7% | $5,306-80.5% |