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 | $38,201 | $43,075-11.3% | $74,577-48.8% | $62,881-39.2% |
| Participation rate | 63.3% | 58.1%+5.2pp | 68.1%-4.8pp | 69.3%-6.0pp |
| Annual return | 8.71% | 17.50%-8.8pp | 20.47%-11.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $221 | $1,498-85.2% | $2,525-91.2% | $2,281-90.3% |
| Participant deferral / active EE | $2,757 | $2,389+15.4% | $3,458-20.3% | $3,203-13.9% |
| Admin fee / account holder | $1,414 | $2,840-50.2% | $4,138-65.8% | $4,296-67.1% |