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 | $49,001 | $45,872+6.8% | $77,081-36.4% | $68,495-28.5% |
| Participation rate | 43.1% | 55.9%-12.9pp | 67.9%-24.9pp | 67.9%-24.8pp |
| Annual return | 5.87% | 1.73%+4.1pp | 42.33%-36.5pp | -7.84%+13.7pp |
| Employer contribution / active EE | $1,587 | $1,650-3.8% | $2,813-43.6% | $2,596-38.9% |
| Participant deferral / active EE | $3,809 | $2,963+28.6% | $4,428-14.0% | $4,028-5.4% |
| Admin fee / account holder | $3,188 | $3,041+4.8% | $5,427-41.2% | $5,403-41.0% |