Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,643 | $65,246-46.9% | $98,716-64.9% | $67,986-49.0% |
| Participation rate | 43.2% | 51.4%-8.3pp | 69.3%-26.1pp | 57.2%-14.0pp |
| Annual return | 16.16% | 20.58%-4.4pp | 31.81%-15.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $991 | $1,042-4.9% | $2,279-56.5% | $2,019-50.9% |
| Participant deferral / active EE | $1,619 | $2,594-37.6% | $4,048-60.0% | $3,358-51.8% |
| Admin fee / account holder | $2,839 | $4,561-37.7% | $8,703-67.4% | $3,203-11.4% |