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 | $37,156+5.5% | $83,854-53.3% | $86,983-54.9% |
| Participation rate | 48.9% | 49.1%-0.1pp | 59.1%-10.2pp | 69.5%-20.6pp |
| Annual return | 14.30% | 29.88%-15.6pp | 31.39%-17.1pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,164 | $661+76.1% | $1,017+14.4% | $2,584-55.0% |
| Participant deferral / active EE | $3,066 | $1,418+116.2% | $2,035+50.6% | $4,194-26.9% |
| Admin fee / account holder | $5,984 | $2,510+138.4% | $3,197+87.2% | $7,856-23.8% |