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 | $38,481 | $46,877-17.9% | $122,354-68.5% | $70,126-45.1% |
| Participation rate | 63.4% | 58.2%+5.2pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 19.97% | 24.22%-4.2pp | 30.28%-10.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,165 | $1,288-9.6% | $4,051-71.2% | $2,343-50.3% |
| Participant deferral / active EE | $2,431 | $2,167+12.2% | $3,287-26.1% | $3,332-27.0% |
| Admin fee / account holder | $7,449 | $3,324+124.1% | $5,479+36.0% | $4,645+60.4% |