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 | $31,635 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 11.12% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,524 | $2,370-35.7% | $3,025-49.6% | $2,757-44.7% |
| Participant deferral / active EE | $2,946 | $4,121-28.5% | $5,056-41.7% | $4,300-31.5% |
| Admin fee / account holder | $5,357 | $8,048-33.4% | $9,460-43.4% | $6,925-22.6% |