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 | $39,692 | $80,992-51.0% | $96,534-58.9% | $75,173-47.2% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.7pp |
| Annual return | 15.81% | 27.05%-11.2pp | 25.88%-10.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,409 | $2,283-38.3% | $2,965-52.5% | $2,671-47.2% |
| Participant deferral / active EE | $2,779 | $3,929-29.3% | $4,851-42.7% | $4,126-32.7% |
| Admin fee / account holder | $5,957 | $6,717-11.3% | $8,253-27.8% | $5,651+5.4% |