Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,048 | $37,156+2.4% | $83,854-54.6% | $86,983-56.3% |
| Participation rate | 34.4% | 49.1%-14.7pp | 59.1%-24.7pp | 69.5%-35.2pp |
| Annual return | 21.14% | 29.88%-8.7pp | 31.39%-10.3pp | 25.83%-4.7pp |
| Employer contribution / active EE | $704 | $661+6.5% | $1,017-30.8% | $2,584-72.8% |
| Participant deferral / active EE | $1,496 | $1,418+5.5% | $2,035-26.5% | $4,194-64.3% |
| Admin fee / account holder | $1,243 | $2,510-50.5% | $3,197-61.1% | $7,856-84.2% |