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 | $64,890-36.2% | $134,172-69.1% | $67,986-39.1% |
| Participation rate | 41.6% | 48.5%-6.9pp | 72.5%-30.9pp | 57.2%-15.6pp |
| Annual return | 13.27% | 16.12%-2.8pp | 25.30%-12.0pp | 31.67%-18.4pp |
| Employer contribution / active EE | $739 | $1,360-45.6% | $3,420-78.4% | $2,019-63.4% |
| Participant deferral / active EE | $2,555 | $2,289+11.7% | $4,690-45.5% | $3,358-23.9% |
| Admin fee / account holder | $2,610 | $3,140-16.9% | $12,016-78.3% | $3,203-18.5% |