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 | $41,832 | $72,492-42.3% | $87,104-52.0% | $72,975-42.7% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 23.34% | 24.46%-1.1pp | 28.19%-4.8pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,501 | $1,894-20.8% | $2,521-40.5% | $2,440-38.5% |
| Participant deferral / active EE | $4,458 | $3,270+36.3% | $4,048+10.1% | $3,608+23.6% |
| Admin fee / account holder | $1,102 | $5,055-78.2% | $7,491-85.3% | $5,124-78.5% |