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 | $35,980 | $126,661-71.6% | $113,397-68.3% | $138,895-74.1% |
| Participation rate | 26.7% | 79.4%-52.8pp | 76.5%-49.8pp | 79.9%-53.3pp |
| Annual return | 10.59% | 25.05%-14.5pp | 23.20%-12.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,673 | $3,456-51.6% | $2,977-43.8% | $4,194-60.1% |
| Participant deferral / active EE | $3,376 | $5,693-40.7% | $5,076-33.5% | $6,396-47.2% |
| Admin fee / account holder | $15,362 | $14,549+5.6% | $11,957+28.5% | $12,562+22.3% |