Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,616 | $69,444-47.3% | $92,985-60.6% | $87,485-58.1% |
| Participation rate | 39.3% | 63.3%-24.0pp | 69.5%-30.2pp | 68.9%-29.6pp |
| Annual return | 20.05% | 23.85%-3.8pp | 27.99%-7.9pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,773 | $1,917-7.5% | $2,662-33.4% | $2,596-31.7% |
| Participant deferral / active EE | $3,948 | $3,364+17.4% | $4,377-9.8% | $4,274-7.6% |
| Admin fee / account holder | $1,608 | $6,137-73.8% | $9,463-83.0% | $7,775-79.3% |