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 | $37,733 | $63,456-40.5% | $100,712-62.5% | $64,097-41.1% |
| Participation rate | 53.3% | 49.7%+3.6pp | 69.3%-16.0pp | 55.2%-1.9pp |
| Annual return | 14.73% | 19.65%-4.9pp | 33.27%-18.5pp | 34.64%-19.9pp |
| Employer contribution / active EE | $283 | $1,003-71.8% | $2,313-87.8% | $1,891-85.1% |
| Participant deferral / active EE | $1,991 | $2,463-19.2% | $4,085-51.3% | $3,080-35.4% |
| Admin fee / account holder | $1,719 | $4,808-64.2% | $9,256-81.4% | $3,454-50.2% |