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 | $37,149 | $97,550-61.9% | $120,344-69.1% | $87,485-57.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 12.97% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,674 | $2,291-26.9% | $3,020-44.6% | $2,596-35.5% |
| Participant deferral / active EE | $3,305 | $4,230-21.9% | $5,135-35.6% | $4,274-22.7% |
| Admin fee / account holder | $593 | $9,543-93.8% | $12,742-95.3% | $7,775-92.4% |