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 | $36,783 | $56,894-35.3% | $84,753-56.6% | $62,881-41.5% |
| Participation rate | 64.2% | 68.5%-4.4pp | 76.6%-12.4pp | 69.3%-5.2pp |
| Annual return | 10.37% | 6.30%+4.1pp | 22.78%-12.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,839 | $2,400-23.4% | $3,574-48.5% | $2,281-19.4% |
| Participant deferral / active EE | $2,997 | $2,709+10.6% | $3,712-19.3% | $3,203-6.4% |
| Admin fee / account holder | $1,301 | $3,581-63.7% | $5,333-75.6% | $4,296-69.7% |