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 | $29,003 | $57,590-49.6% | $86,233-66.4% | $82,448-64.8% |
| Participation rate | 43.3% | 57.9%-14.6pp | 69.0%-25.7pp | 68.1%-24.8pp |
| Annual return | 15.90% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,494 | $1,655-9.8% | $2,504-40.3% | $2,551-41.4% |
| Participant deferral / active EE | $2,358 | $3,080-23.4% | $4,559-48.3% | $4,139-43.0% |
| Admin fee / account holder | $2,221 | $4,730-53.0% | $8,342-73.4% | $7,234-69.3% |