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 | $34,591 | $86,949-60.2% | $102,460-66.2% | $80,959-57.3% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.7%-3.3pp |
| Annual return | 17.28% | 18.89%-1.6pp | 29.47%-12.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,740 | $2,370+15.6% | $3,025-9.4% | $2,757-0.6% |
| Participant deferral / active EE | $3,893 | $4,121-5.5% | $5,056-23.0% | $4,300-9.5% |
| Admin fee / account holder | $2,054 | $8,048-74.5% | $9,460-78.3% | $6,925-70.3% |