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 | $43,948 | $78,027-43.7% | $178,528-75.4% | $80,925-45.7% |
| Participation rate | 57.6% | 65.7%-8.1pp | 77.1%-19.5pp | 67.7%-10.0pp |
| Annual return | 14.07% | 18.09%-4.0pp | 27.11%-13.0pp | 35.65%-21.6pp |
| Employer contribution / active EE | $945 | $2,281-58.6% | $3,950-76.1% | $2,756-65.7% |
| Participant deferral / active EE | $2,680 | $4,408-39.2% | $6,278-57.3% | $4,299-37.6% |
| Admin fee / account holder | $2,802 | $7,168-60.9% | $10,419-73.1% | $6,940-59.6% |