Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,018 | $78,013-55.1% | $178,449-80.4% | $80,911-56.7% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 11.65% | 18.07%-6.4pp | 27.09%-15.4pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,140 | $2,287-50.1% | $3,951-71.1% | $2,756-58.6% |
| Participant deferral / active EE | $1,897 | $4,408-57.0% | $6,277-69.8% | $4,297-55.8% |
| Admin fee / account holder | $873 | $7,166-87.8% | $10,362-91.6% | $6,935-87.4% |