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 | $37,168 | $56,894-34.7% | $84,753-56.1% | $62,881-40.9% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 5.47% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $923 | $2,400-61.5% | $3,574-74.2% | $2,281-59.5% |
| Participant deferral / active EE | $2,155 | $2,709-20.5% | $3,712-41.9% | $3,203-32.7% |
| Admin fee / account holder | $1,773 | $3,581-50.5% | $5,333-66.8% | $4,296-58.7% |