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 | $35,094 | $69,977-49.8% | $108,582-67.7% | $62,881-44.2% |
| Participation rate | 61.5% | 72.9%-11.4pp | 79.6%-18.0pp | 69.3%-7.8pp |
| Annual return | 4.86% | 10.73%-5.9pp | -51.70%+56.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $951 | $2,135-55.5% | $3,758-74.7% | $2,281-58.3% |
| Participant deferral / active EE | $2,906 | $3,165-8.2% | $4,311-32.6% | $3,203-9.3% |
| Admin fee / account holder | $2,654 | $5,076-47.7% | $7,645-65.3% | $4,296-38.2% |