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 | $35,990 | $63,845-43.6% | $81,370-55.8% | $80,959-55.5% |
| Participation rate | 43.9% | 63.9%-20.0pp | 69.5%-25.7pp | 67.7%-23.8pp |
| Annual return | 12.97% | 16.37%-3.4pp | 24.85%-11.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,115 | $1,980-43.7% | $2,464-54.8% | $2,757-59.6% |
| Participant deferral / active EE | $1,834 | $3,093-40.7% | $3,885-52.8% | $4,300-57.4% |
| Admin fee / account holder | $7,936 | $5,688+39.5% | $5,749+38.0% | $6,925+14.6% |