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 | $35,901 | $65,367-45.1% | $92,915-61.4% | $72,976-50.8% |
| Participation rate | 36.4% | 68.3%-31.9pp | 76.0%-39.6pp | 69.5%-33.1pp |
| Annual return | 22.01% | 42.11%-20.1pp | 109.45%-87.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $2,141 | $2,594-17.5% | $3,653-41.4% | $2,440-12.3% |
| Participant deferral / active EE | $2,001 | $3,128-36.0% | $4,238-52.8% | $3,608-44.5% |
| Admin fee / account holder | $1,613 | $4,251-62.1% | $5,796-72.2% | $5,124-68.5% |