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 | $40,009 | $58,851-32.0% | $115,170-65.3% | $72,975-45.2% |
| Participation rate | 60.0% | 65.5%-5.5pp | 75.9%-15.9pp | 69.5%-9.5pp |
| Annual return | 28.66% | 23.16%+5.5pp | 35.60%-6.9pp | 81.01%-52.4pp |
| Employer contribution / active EE | $830 | $1,798-53.8% | $3,179-73.9% | $2,440-66.0% |
| Participant deferral / active EE | $2,165 | $2,643-18.1% | $4,169-48.1% | $3,608-40.0% |
| Admin fee / account holder | $1,063 | $6,370-83.3% | $7,089-85.0% | $5,124-79.3% |