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 | $43,893 | $72,269-39.3% | $101,271-56.7% | $79,852-45.0% |
| Participation rate | 36.8% | 68.5%-31.6pp | 75.8%-39.0pp | 69.6%-32.8pp |
| Annual return | 15.96% | 22.29%-6.3pp | 46.48%-30.5pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,732 | $2,692-35.7% | $3,660-52.7% | $2,471-29.9% |
| Participant deferral / active EE | $3,534 | $3,282+7.7% | $4,371-19.1% | $3,740-5.5% |
| Admin fee / account holder | $2,794 | $4,401-36.5% | $5,948-53.0% | $5,306-47.4% |