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 | $38,915 | $63,764-39.0% | $81,926-52.5% | $79,858-51.3% |
| Participation rate | 25.4% | 67.5%-42.1pp | 72.0%-46.6pp | 69.6%-44.2pp |
| Annual return | 14.58% | 22.66%-8.1pp | 29.49%-14.9pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,047 | $1,795-41.7% | $4,310-75.7% | $2,471-57.6% |
| Participant deferral / active EE | $2,188 | $2,780-21.3% | $7,108-69.2% | $3,740-41.5% |
| Admin fee / account holder | $2,438 | $4,426-44.9% | $5,159-52.7% | $5,306-54.1% |