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 | $46,571 | $76,371-39.0% | $93,621-50.3% | $72,976-36.2% |
| Participation rate | 57.1% | 71.8%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 33.41% | 25.82%+7.6pp | 32.76%+0.7pp | 81.02%-47.6pp |
| Employer contribution / active EE | $802 | $2,276-64.7% | $2,719-70.5% | $2,440-67.1% |
| Participant deferral / active EE | $4,166 | $3,538+17.7% | $4,070+2.4% | $3,608+15.5% |
| Admin fee / account holder | $448 | $6,839-93.5% | $7,890-94.3% | $5,124-91.3% |