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 | $30,467 | $76,407-60.1% | $150,298-79.7% | $82,448-63.0% |
| Participation rate | 65.0% | 66.4%-1.4pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 18.41% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,872 | $2,614-28.4% | $4,154-54.9% | $2,551-26.6% |
| Participant deferral / active EE | $3,375 | $3,214+5.0% | $5,453-38.1% | $4,139-18.5% |
| Admin fee / account holder | $1,532 | $6,352-75.9% | $14,116-89.1% | $7,234-78.8% |