Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,752 | $86,949-54.3% | $102,460-61.2% | $80,959-50.9% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.7%-26.5pp |
| Annual return | 11.85% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,134 | $2,370-52.1% | $3,025-62.5% | $2,757-58.9% |
| Participant deferral / active EE | $2,872 | $4,121-30.3% | $5,056-43.2% | $4,300-33.2% |
| Admin fee / account holder | $3,467 | $8,048-56.9% | $9,460-63.3% | $6,925-49.9% |