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 | $39,198 | $36,948+6.1% | $73,658-46.8% | $87,485-55.2% |
| Participation rate | 48.9% | 46.8%+2.1pp | 57.0%-8.1pp | 68.9%-20.0pp |
| Annual return | 14.30% | 28.64%-14.3pp | 29.72%-15.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,164 | $670+73.7% | $1,032+12.7% | $2,596-55.2% |
| Participant deferral / active EE | $3,066 | $1,379+122.3% | $2,062+48.7% | $4,274-28.3% |
| Admin fee / account holder | $5,984 | $2,531+136.4% | $3,357+78.3% | $7,775-23.0% |