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 | $36,420 | $65,582-44.5% | $64,101-43.2% | $71,511-49.1% |
| Participation rate | 65.1% | 73.2%-8.1pp | 72.3%-7.2pp | 67.9%-2.8pp |
| Annual return | 14.73% | 18.96%-4.2pp | 33.72%-19.0pp | 28.86%-14.1pp |
| Employer contribution / active EE | $2,125 | $2,671-20.4% | $2,749-22.7% | $2,589-17.9% |
| Participant deferral / active EE | $3,850 | $3,628+6.1% | $3,881-0.8% | $4,291-10.3% |
| Admin fee / account holder | $2,408 | $616+290.6% | $3,070-21.6% | $1,588+51.6% |