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 | $32,824 | $72,269-54.6% | $101,271-67.6% | $79,852-58.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 19.56% | 22.29%-2.7pp | 46.48%-26.9pp | 31.72%-12.2pp |
| Employer contribution / active EE | $2,075 | $2,692-22.9% | $3,660-43.3% | $2,471-16.0% |
| Participant deferral / active EE | $3,497 | $3,282+6.6% | $4,371-20.0% | $3,740-6.5% |
| Admin fee / account holder | $2,109 | $4,401-52.1% | $5,948-64.5% | $5,306-60.3% |