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 | $46,413 | $77,574-40.2% | $108,753-57.3% | $86,983-46.6% |
| Participation rate | 38.3% | 62.3%-24.0pp | 71.1%-32.8pp | 69.5%-31.2pp |
| Annual return | 13.25% | 18.42%-5.2pp | 37.47%-24.2pp | 25.83%-12.6pp |
| Employer contribution / active EE | $344 | $1,611-78.6% | $2,427-85.8% | $2,584-86.7% |
| Participant deferral / active EE | $2,057 | $3,128-34.3% | $4,115-50.0% | $4,194-51.0% |
| Admin fee / account holder | $1,391 | $6,529-78.7% | $10,320-86.5% | $7,856-82.3% |