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 | $41,729 | $58,493-28.7% | $84,021-50.3% | $72,975-42.8% |
| Participation rate | 46.4% | 61.2%-14.8pp | 69.0%-22.6pp | 69.5%-23.1pp |
| Annual return | 18.89% | 28.93%-10.0pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $809 | $1,163-30.4% | $1,984-59.2% | $2,440-66.8% |
| Participant deferral / active EE | $3,237 | $2,394+35.2% | $3,239-0.1% | $3,608-10.3% |
| Admin fee / account holder | $1,651 | $4,569-63.9% | $6,102-72.9% | $5,124-67.8% |