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 | $40,504 | $71,208-43.1% | $93,681-56.8% | $80,911-49.9% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 15.31% | 11.27%+4.0pp | 133.47%-118.2pp | 35.63%-20.3pp |
| Employer contribution / active EE | $1,969 | $1,564+25.8% | $2,422-18.7% | $2,756-28.6% |
| Participant deferral / active EE | $4,090 | $4,035+1.4% | $4,415-7.4% | $4,297-4.8% |
| Admin fee / account holder | $1,866 | $6,951-73.2% | $8,290-77.5% | $6,935-73.1% |