Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,408 | $65,122-36.4% | $135,792-69.5% | $64,097-35.4% |
| Participation rate | 41.6% | 47.1%-5.5pp | 72.6%-31.0pp | 55.2%-13.6pp |
| Annual return | 13.27% | 14.53%-1.3pp | 25.96%-12.7pp | 34.64%-21.4pp |
| Employer contribution / active EE | $739 | $1,280-42.2% | $3,496-78.8% | $1,891-60.9% |
| Participant deferral / active EE | $2,555 | $2,219+15.2% | $4,759-46.3% | $3,080-17.0% |
| Admin fee / account holder | $2,610 | $3,120-16.4% | $12,266-78.7% | $3,454-24.4% |