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 | $33,412 | $54,541-38.7% | $78,778-57.6% | $70,126-52.4% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-10.0pp |
| Annual return | 29.42% | 21.07%+8.3pp | 35.62%-6.2pp | 73.15%-43.7pp |
| Employer contribution / active EE | $1,483 | $1,089+36.3% | $1,986-25.3% | $2,343-36.7% |
| Participant deferral / active EE | $2,254 | $2,210+2.0% | $2,958-23.8% | $3,332-32.3% |
| Admin fee / account holder | $1,307 | $3,709-64.8% | $5,134-74.5% | $4,645-71.9% |