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 | $36,022 | $72,492-50.3% | $87,104-58.6% | $72,975-50.6% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 23.23% | 24.46%-1.2pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,096 | $1,894-42.1% | $2,521-56.5% | $2,440-55.1% |
| Participant deferral / active EE | $2,080 | $3,270-36.4% | $4,048-48.6% | $3,608-42.3% |
| Admin fee / account holder | $593 | $5,055-88.3% | $7,491-92.1% | $5,124-88.4% |