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 | $34,556 | $83,485-58.6% | $125,195-72.4% | $72,976-52.6% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.5%-0.1pp |
| Annual return | 19.04% | 25.77%-6.7pp | 43.79%-24.7pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,713 | $2,346-27.0% | $3,866-55.7% | $2,440-29.8% |
| Participant deferral / active EE | $3,414 | $3,586-4.8% | $4,937-30.9% | $3,608-5.4% |
| Admin fee / account holder | $3,559 | $5,518-35.5% | $9,704-63.3% | $5,124-30.5% |