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 | $33,674 | $47,848-29.6% | $81,473-58.7% | $70,126-52.0% |
| Participation rate | 39.0% | 58.3%-19.3pp | 68.0%-28.9pp | 69.5%-30.5pp |
| Annual return | 16.63% | 27.25%-10.6pp | 38.78%-22.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,563 | $1,527+2.3% | $2,568-39.1% | $2,343-33.3% |
| Participant deferral / active EE | $3,471 | $2,453+41.5% | $3,537-1.9% | $3,332+4.2% |
| Admin fee / account holder | $1,352 | $3,145-57.0% | $4,561-70.4% | $4,645-70.9% |