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 | $38,840 | $81,331-52.2% | $155,534-75.0% | $80,935-52.0% |
| Participation rate | 69.5% | 66.3%+3.2pp | 78.2%-8.7pp | 67.7%+1.8pp |
| Annual return | 13.54% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,287 | $3,105-58.5% | $4,675-72.5% | $2,757-53.3% |
| Participant deferral / active EE | $2,341 | $3,454-32.2% | $5,630-58.4% | $4,299-45.6% |
| Admin fee / account holder | $2,312 | $7,999-71.1% | $15,900-85.5% | $6,924-66.6% |