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 | $55,527 | $41,377+34.2% | $109,313-49.2% | $62,881-11.7% |
| Participation rate | 43.9% | 57.5%-13.6pp | 71.3%-27.4pp | 69.3%-25.4pp |
| Annual return | 8.35% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,166 | $1,276-8.6% | $3,892-70.0% | $2,281-48.9% |
| Participant deferral / active EE | $2,406 | $2,045+17.7% | $3,166-24.0% | $3,203-24.9% |
| Admin fee / account holder | $20,367 | $2,884+606.2% | $5,666+259.4% | $4,296+374.1% |