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 | $36,971 | $106,749-65.4% | $145,433-74.6% | $82,448-55.2% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 18.19% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,325 | $3,444-32.5% | $4,554-49.0% | $2,551-8.9% |
| Participant deferral / active EE | $6,580 | $6,519+0.9% | $7,897-16.7% | $4,139+59.0% |
| Admin fee / account holder | $1,594 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |