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 | $46,721 | $88,996-47.5% | $78,004-40.1% | $138,895-66.4% |
| Participation rate | 40.9% | 74.4%-33.5pp | 69.4%-28.5pp | 79.9%-39.0pp |
| Annual return | 16.91% | 28.03%-11.1pp | 31.07%-14.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $807 | $2,917-72.3% | $2,469-67.3% | $4,194-80.8% |
| Participant deferral / active EE | $1,983 | $4,724-58.0% | $4,092-51.5% | $6,396-69.0% |
| Admin fee / account holder | $2,695 | $8,807-69.4% | $7,578-64.4% | $12,562-78.5% |