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 | $55,148 | $75,541-27.0% | $152,093-63.7% | $82,637-33.3% |
| Participation rate | 44.2% | 66.5%-22.4pp | 77.8%-33.6pp | 68.1%-23.9pp |
| Annual return | 18.48% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,015 | $2,622-61.3% | $4,175-75.7% | $2,552-60.2% |
| Participant deferral / active EE | $2,440 | $3,206-23.9% | $5,451-55.2% | $4,126-40.9% |
| Admin fee / account holder | $2,530 | $6,405-60.5% | $14,497-82.5% | $7,339-65.5% |