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 | $45,615 | $57,828-21.1% | $117,039-61.0% | $70,126-35.0% |
| Participation rate | 54.2% | 67.1%-13.0pp | 77.2%-23.0pp | 69.5%-15.4pp |
| Annual return | 16.95% | 17.55%-0.6pp | 18.95%-2.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $701 | $1,816-61.4% | $3,785-81.5% | $2,343-70.1% |
| Participant deferral / active EE | $1,664 | $2,438-31.7% | $3,929-57.6% | $3,332-50.0% |
| Admin fee / account holder | $2,218 | $3,548-37.5% | $5,974-62.9% | $4,645-52.3% |