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 | $46,840 | $77,962-39.9% | $178,540-73.8% | $80,935-42.1% |
| Participation rate | 52.3% | 65.7%-13.4pp | 77.1%-24.8pp | 67.7%-15.4pp |
| Annual return | 15.86% | 18.10%-2.2pp | 27.15%-11.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,307 | $2,280-42.7% | $3,953-66.9% | $2,757-52.6% |
| Participant deferral / active EE | $2,844 | $4,404-35.4% | $6,281-54.7% | $4,299-33.9% |
| Admin fee / account holder | $3,179 | $7,156-55.6% | $10,424-69.5% | $6,924-54.1% |