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 | $36,835 | $62,672-41.2% | $185,117-80.1% | $70,126-47.5% |
| Participation rate | 42.2% | 63.8%-21.6pp | 77.3%-35.0pp | 69.5%-27.3pp |
| Annual return | 24.11% | 40.79%-16.7pp | 40.50%-16.4pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,071 | $1,753-38.9% | $4,182-74.4% | $2,343-54.3% |
| Participant deferral / active EE | $1,701 | $3,272-48.0% | $5,045-66.3% | $3,332-48.9% |
| Admin fee / account holder | $2,313 | $3,932-41.2% | $8,159-71.7% | $4,645-50.2% |