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 | $37,534 | $49,657-24.4% | $93,063-59.7% | $67,986-44.8% |
| Participation rate | 47.0% | 49.9%-2.9pp | 72.1%-25.1pp | 57.2%-10.2pp |
| Annual return | 14.54% | 26.27%-11.7pp | 34.15%-19.6pp | 31.67%-17.1pp |
| Employer contribution / active EE | $994 | $1,279-22.3% | $2,476-59.9% | $2,019-50.8% |
| Participant deferral / active EE | $1,499 | $2,484-39.7% | $3,958-62.1% | $3,358-55.4% |
| Admin fee / account holder | $5,220 | $2,843+83.6% | $6,033-13.5% | $3,203+63.0% |