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 | $39,812 | $86,940-54.2% | $102,434-61.1% | $80,935-50.8% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.3pp |
| Annual return | 13.90% | 18.89%-5.0pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,500 | $2,370+5.5% | $3,023-17.3% | $2,757-9.3% |
| Participant deferral / active EE | $7,477 | $4,121+81.4% | $5,055+47.9% | $4,299+73.9% |
| Admin fee / account holder | $513 | $8,047-93.6% | $9,462-94.6% | $6,924-92.6% |