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 | $36,400 | $58,523-37.8% | $99,470-63.4% | $72,983-50.1% |
| Participation rate | 57.7% | 64.6%-6.9pp | 73.8%-16.1pp | 69.5%-11.8pp |
| Annual return | 21.63% | 28.51%-6.9pp | 30.72%-9.1pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,218 | $1,512-19.4% | $2,540-52.0% | $2,440-50.1% |
| Participant deferral / active EE | $3,558 | $2,606+36.5% | $3,619-1.7% | $3,608-1.4% |
| Admin fee / account holder | $4,455 | $4,102+8.6% | $6,252-28.7% | $5,124-13.1% |