Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,020 | $73,787-52.5% | $98,716-64.5% | $82,448-57.5% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.3%-1.9pp | 68.1%-0.6pp |
| Annual return | 20.18% | 18.57%+1.6pp | 31.81%-11.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,005 | $1,511-33.5% | $2,279-55.9% | $2,551-60.6% |
| Participant deferral / active EE | $3,995 | $3,081+29.7% | $4,048-1.3% | $4,139-3.5% |
| Admin fee / account holder | $875 | $6,500-86.5% | $8,703-89.9% | $7,234-87.9% |