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 | $37,014 | $72,607-49.0% | $90,259-59.0% | $87,485-57.7% |
| Participation rate | 56.1% | 64.8%-8.7pp | 70.7%-14.6pp | 68.9%-12.8pp |
| Annual return | 14.06% | 18.59%-4.5pp | 18.88%-4.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $673 | $1,919-65.0% | $2,291-70.6% | $2,596-74.1% |
| Participant deferral / active EE | $3,354 | $3,055+9.8% | $3,827-12.4% | $4,274-21.5% |
| Admin fee / account holder | $2,167 | $5,947-63.6% | $7,267-70.2% | $7,775-72.1% |