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 | $38,854 | $58,523-33.6% | $99,479-60.9% | $72,976-46.8% |
| Participation rate | 61.8% | 64.6%-2.9pp | 73.8%-12.1pp | 69.5%-7.7pp |
| Annual return | 22.96% | 28.51%-5.5pp | 30.72%-7.8pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,037 | $1,512-31.4% | $2,540-59.2% | $2,440-57.5% |
| Participant deferral / active EE | $2,148 | $2,606-17.6% | $3,619-40.7% | $3,608-40.5% |
| Admin fee / account holder | $2,375 | $4,102-42.1% | $6,253-62.0% | $5,124-53.6% |