Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,770 | $69,273-46.9% | $90,796-59.5% | $82,637-55.5% |
| Participation rate | 45.9% | 64.0%-18.2pp | 69.5%-23.6pp | 68.1%-22.2pp |
| Annual return | 16.80% | 18.37%-1.6pp | 19.29%-2.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,293 | $1,865-30.7% | $2,294-43.6% | $2,552-49.3% |
| Participant deferral / active EE | $3,702 | $3,047+21.5% | $3,822-3.1% | $4,126-10.3% |
| Admin fee / account holder | $5,355 | $5,511-2.8% | $7,024-23.8% | $7,339-27.0% |