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 | $38,898 | $58,523-33.5% | $99,475-60.9% | $72,975-46.7% |
| Participation rate | 56.3% | 64.6%-8.3pp | 73.8%-17.5pp | 69.5%-13.2pp |
| Annual return | 25.86% | 28.51%-2.6pp | 30.72%-4.9pp | 81.01%-55.2pp |
| Employer contribution / active EE | $1,484 | $1,512-1.8% | $2,540-41.6% | $2,440-39.2% |
| Participant deferral / active EE | $2,947 | $2,606+13.1% | $3,619-18.6% | $3,608-18.3% |
| Admin fee / account holder | $1,209 | $4,102-70.5% | $6,252-80.7% | $5,124-76.4% |