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 | $44,340 | $100,194-55.7% | $122,979-63.9% | $86,983-49.0% |
| Participation rate | 53.2% | 73.0%-19.8pp | 77.2%-24.0pp | 69.5%-16.4pp |
| Annual return | 13.29% | 16.47%-3.2pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,093 | $2,326-53.0% | $3,062-64.3% | $2,584-57.7% |
| Participant deferral / active EE | $2,089 | $4,133-49.5% | $5,003-58.2% | $4,194-50.2% |
| Admin fee / account holder | $10,478 | $10,148+3.3% | $12,864-18.5% | $7,856+33.4% |