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 | $34,858 | $37,156-6.2% | $83,854-58.4% | $86,983-59.9% |
| Participation rate | 66.0% | 49.1%+16.9pp | 59.1%+6.9pp | 69.5%-3.5pp |
| Annual return | 17.86% | 29.88%-12.0pp | 31.39%-13.5pp | 25.83%-8.0pp |
| Employer contribution / active EE | $979 | $661+48.1% | $1,017-3.8% | $2,584-62.1% |
| Participant deferral / active EE | $2,235 | $1,418+57.6% | $2,035+9.8% | $4,194-46.7% |
| Admin fee / account holder | $5,154 | $2,510+105.4% | $3,197+61.2% | $7,856-34.4% |