Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,216 | $57,073-34.8% | $85,126-56.3% | $80,925-54.0% |
| Participation rate | 22.4% | 56.4%-34.0pp | 67.5%-45.1pp | 67.7%-45.3pp |
| Annual return | 18.08% | 21.69%-3.6pp | 66.63%-48.5pp | 35.65%-17.6pp |
| Employer contribution / active EE | $939 | $1,801-47.9% | $2,731-65.6% | $2,756-65.9% |
| Participant deferral / active EE | $3,029 | $3,113-2.7% | $4,523-33.0% | $4,299-29.5% |
| Admin fee / account holder | $2,032 | $4,988-59.3% | $6,160-67.0% | $6,940-70.7% |