Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,104 | $81,487-55.7% | $102,412-64.7% | $80,935-55.4% |
| Participation rate | 38.2% | 66.8%-28.7pp | 74.5%-36.3pp | 67.7%-29.5pp |
| Annual return | 14.46% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,791 | $3,103-42.3% | $3,870-53.7% | $2,757-35.0% |
| Participant deferral / active EE | $3,105 | $3,871-19.8% | $5,060-38.6% | $4,299-27.8% |
| Admin fee / account holder | $2,560 | $6,717-61.9% | $8,388-69.5% | $6,924-63.0% |