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 | $47,223 | $73,787-36.0% | $98,716-52.2% | $82,448-42.7% |
| Participation rate | 42.3% | 61.4%-19.2pp | 69.3%-27.0pp | 68.1%-25.8pp |
| Annual return | 14.35% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,070 | $1,511-29.2% | $2,279-53.1% | $2,551-58.1% |
| Participant deferral / active EE | $1,629 | $3,081-47.1% | $4,048-59.7% | $4,139-60.6% |
| Admin fee / account holder | $4,798 | $6,500-26.2% | $8,703-44.9% | $7,234-33.7% |