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 | $42,913 | $76,696-44.0% | $96,538-55.5% | $71,529-40.0% |
| Participation rate | 60.2% | 66.6%-6.4pp | 74.3%-14.2pp | 67.9%-7.7pp |
| Annual return | 23.67% | 48.32%-24.6pp | 35.74%-12.1pp | 28.97%-5.3pp |
| Employer contribution / active EE | $1,871 | $3,032-38.3% | $3,740-50.0% | $2,590-27.8% |
| Participant deferral / active EE | $3,533 | $3,770-6.3% | $4,880-27.6% | $4,291-17.7% |
| Admin fee / account holder | $3,710 | $2,030+82.8% | $6,737-44.9% | $1,588+133.6% |