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 | $43,048 | $49,024-12.2% | $112,860-61.9% | $87,485-50.8% |
| Participation rate | 21.1% | 62.2%-41.1pp | 66.3%-45.3pp | 68.9%-47.9pp |
| Annual return | 16.04% | 43.86%-27.8pp | 35.26%-19.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $681 | $1,290-47.3% | $2,206-69.1% | $2,596-73.8% |
| Participant deferral / active EE | $904 | $2,209-59.0% | $3,493-74.1% | $4,274-78.8% |
| Admin fee / account holder | $712 | $6,266-88.6% | $6,841-89.6% | $7,775-90.8% |