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 | $45,914 | $91,120-49.6% | $161,149-71.5% | $64,097-28.4% |
| Participation rate | 67.9% | 62.2%+5.7pp | 78.8%-10.9pp | 55.2%+12.7pp |
| Annual return | 18.10% | 17.95%+0.1pp | 21.16%-3.1pp | 34.64%-16.5pp |
| Employer contribution / active EE | $997 | $2,284-56.4% | $4,360-77.1% | $1,891-47.3% |
| Participant deferral / active EE | $3,196 | $3,708-13.8% | $6,153-48.1% | $3,080+3.8% |
| Admin fee / account holder | $1,736 | $4,535-61.7% | $15,194-88.6% | $3,454-49.8% |