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 | $43,210 | $67,602-36.1% | $82,312-47.5% | $70,126-38.4% |
| Participation rate | 68.3% | 72.8%-4.4pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 14.97% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $552 | $1,755-68.6% | $2,428-77.3% | $2,343-76.4% |
| Participant deferral / active EE | $2,207 | $2,987-26.1% | $3,706-40.5% | $3,332-33.8% |
| Admin fee / account holder | $1,890 | $4,512-58.1% | $5,608-66.3% | $4,645-59.3% |