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 | $41,859 | $41,377+1.2% | $109,313-61.7% | $62,881-33.4% |
| Participation rate | 53.8% | 57.5%-3.7pp | 71.3%-17.4pp | 69.3%-15.5pp |
| Annual return | 7.30% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,990 | $1,276+56.0% | $3,892-48.9% | $2,281-12.7% |
| Participant deferral / active EE | $1,499 | $2,045-26.7% | $3,166-52.7% | $3,203-53.2% |
| Admin fee / account holder | $1,739 | $2,884-39.7% | $5,666-69.3% | $4,296-59.5% |