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 | $35,551 | $65,034-45.3% | $90,970-60.9% | $79,856-55.5% |
| Participation rate | 49.3% | 61.6%-12.3pp | 69.0%-19.7pp | 69.6%-20.3pp |
| Annual return | 11.11% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,102 | $1,247-11.6% | $2,122-48.0% | $2,471-55.4% |
| Participant deferral / active EE | $3,310 | $2,512+31.7% | $3,373-1.9% | $3,741-11.5% |
| Admin fee / account holder | $921 | $4,536-79.7% | $5,961-84.5% | $5,306-82.6% |