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 | $48,546 | $81,403-40.4% | $147,027-67.0% | $87,485-44.5% |
| Participation rate | 43.9% | 63.4%-19.6pp | 73.7%-29.9pp | 68.9%-25.1pp |
| Annual return | 11.78% | 16.51%-4.7pp | 20.23%-8.5pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,018 | $2,205-53.8% | $3,626-71.9% | $2,596-60.8% |
| Participant deferral / active EE | $1,352 | $3,315-59.2% | $4,933-72.6% | $4,274-68.4% |
| Admin fee / account holder | $6,797 | $6,755+0.6% | $12,223-44.4% | $7,775-12.6% |