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 | $59,074 | $86,949-32.1% | $102,460-42.3% | $80,959-27.0% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 11.77% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,044 | $2,370-55.9% | $3,025-65.5% | $2,757-62.1% |
| Participant deferral / active EE | $2,199 | $4,121-46.6% | $5,056-56.5% | $4,300-48.9% |
| Admin fee / account holder | $4,213 | $8,048-47.6% | $9,460-55.5% | $6,925-39.2% |