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 | $30,801 | $54,757-43.7% | $90,304-65.9% | $72,975-57.8% |
| Participation rate | 51.0% | 65.2%-14.2pp | 73.3%-22.3pp | 69.5%-18.5pp |
| Annual return | 19.28% | 30.63%-11.3pp | 78.13%-58.8pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,124 | $2,093+1.5% | $2,855-25.6% | $2,440-12.9% |
| Participant deferral / active EE | $3,956 | $2,887+37.0% | $3,885+1.8% | $3,608+9.6% |
| Admin fee / account holder | $3,859 | $3,973-2.9% | $5,354-27.9% | $5,124-24.7% |