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 | $41,445 | $52,306-20.8% | $69,779-40.6% | $62,881-34.1% |
| Participation rate | 51.2% | 67.2%-16.0pp | 71.8%-20.6pp | 69.3%-18.1pp |
| Annual return | 8.37% | 13.35%-5.0pp | 12.99%-4.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,775 | $1,799-1.3% | $2,338-24.1% | $2,281-22.2% |
| Participant deferral / active EE | $4,141 | $2,395+72.9% | $2,931+41.3% | $3,203+29.3% |
| Admin fee / account holder | $1,729 | $3,691-53.2% | $4,381-60.5% | $4,296-59.8% |