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 | $45,287 | $54,763-17.3% | $90,324-49.9% | $72,976-37.9% |
| Participation rate | 56.8% | 65.2%-8.4pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 20.48% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,330 | $2,093-36.5% | $2,856-53.4% | $2,440-45.5% |
| Participant deferral / active EE | $2,725 | $2,887-5.6% | $3,885-29.9% | $3,608-24.5% |
| Admin fee / account holder | $5,695 | $3,973+43.3% | $5,356+6.3% | $5,124+11.1% |