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 | $56,921 | $48,078+18.4% | $78,676-27.7% | $62,881-9.5% |
| Participation rate | 41.8% | 65.2%-23.4pp | 73.6%-31.8pp | 69.3%-27.5pp |
| Annual return | 7.21% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $335 | $2,015-83.3% | $2,850-88.2% | $2,281-85.3% |
| Participant deferral / active EE | $2,342 | $2,587-9.5% | $3,517-33.4% | $3,203-26.9% |
| Admin fee / account holder | $528 | $3,206-83.5% | $4,510-88.3% | $4,296-87.7% |