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 | $32,361 | $81,331-60.2% | $155,534-79.2% | $80,935-60.0% |
| Participation rate | 62.0% | 66.3%-4.3pp | 78.2%-16.2pp | 67.7%-5.7pp |
| Annual return | 12.99% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,783 | $3,105-42.6% | $4,675-61.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,258 | $3,454-5.7% | $5,630-42.1% | $4,299-24.2% |
| Admin fee / account holder | $875 | $7,999-89.1% | $15,900-94.5% | $6,924-87.4% |