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 | $43,197 | $215,361-79.9% | $171,082-74.8% | $273,972-84.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.34% | 25.14%-19.8pp | 32.56%-27.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,973 | $4,967-60.3% | $4,002-50.7% | $4,869-59.5% |
| Participant deferral / active EE | $2,232 | $5,543-59.7% | $4,797-53.5% | $5,287-57.8% |
| Admin fee / account holder | $9,421 | $10,846-13.1% | $8,520+10.6% | $10,133-7.0% |