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 | $36,280 | $57,119-36.5% | $85,187-57.4% | $80,935-55.2% |
| Participation rate | 31.6% | 56.4%-24.8pp | 67.5%-35.9pp | 67.7%-36.0pp |
| Annual return | 14.97% | 21.70%-6.7pp | 66.67%-51.7pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,072 | $1,802-40.5% | $2,732-60.8% | $2,757-61.1% |
| Participant deferral / active EE | $2,597 | $3,115-16.6% | $4,525-42.6% | $4,299-39.6% |
| Admin fee / account holder | $1,469 | $4,990-70.6% | $6,162-76.2% | $6,924-78.8% |