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 | $43,097 | $67,894-36.5% | $89,340-51.8% | $82,448-47.7% |
| Participation rate | 67.7% | 64.0%+3.7pp | 69.6%-1.8pp | 68.1%-0.3pp |
| Annual return | 14.77% | 19.21%-4.4pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,190 | $1,828-34.9% | $2,231-46.7% | $2,551-53.3% |
| Participant deferral / active EE | $2,813 | $3,072-8.4% | $3,823-26.4% | $4,139-32.0% |
| Admin fee / account holder | $6,972 | $5,723+21.8% | $6,704+4.0% | $7,234-3.6% |