Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,112 | $87,180-55.1% | $173,703-77.5% | $94,015-58.4% |
| Participation rate | 66.7% | 65.6%+1.1pp | 75.9%-9.2pp | 70.8%-4.2pp |
| Annual return | 14.98% | 14.17%+0.8pp | 17.46%-2.5pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,500 | $3,343+34.6% | $4,854-7.3% | $4,249+5.9% |
| Admin fee / account holder | $3,612 | $7,506-51.9% | $15,562-76.8% | $8,951-59.6% |