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 | $39,975 | $54,541-26.7% | $78,778-49.3% | $70,131-43.0% |
| Participation rate | 64.4% | 60.8%+3.6pp | 69.2%-4.8pp | 69.5%-5.1pp |
| Annual return | 21.94% | 21.07%+0.9pp | 35.62%-13.7pp | 73.14%-51.2pp |
| Employer contribution / active EE | $460 | $1,089-57.7% | $1,986-76.8% | $2,342-80.3% |
| Participant deferral / active EE | $3,348 | $2,210+51.5% | $2,958+13.2% | $3,332+0.5% |
| Admin fee / account holder | $1,177 | $3,709-68.3% | $5,134-77.1% | $4,645-74.7% |