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 | $45,636 | $64,359-29.1% | $90,161-49.4% | $70,126-34.9% |
| Participation rate | 55.3% | 70.4%-15.2pp | 76.9%-21.6pp | 69.5%-14.3pp |
| Annual return | 19.89% | 28.13%-8.2pp | 34.89%-15.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,503 | $2,046-26.5% | $3,318-54.7% | $2,343-35.8% |
| Participant deferral / active EE | $3,485 | $4,389-20.6% | $5,287-34.1% | $3,332+4.6% |
| Admin fee / account holder | $2,683 | $3,945-32.0% | $5,943-54.9% | $4,645-42.2% |