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 | $48,798 | $76,669-36.4% | $96,520-49.4% | $71,495-31.7% |
| Participation rate | 39.3% | 66.6%-27.3pp | 74.3%-35.0pp | 67.9%-28.6pp |
| Annual return | 15.05% | 48.29%-33.2pp | 35.72%-20.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $817 | $3,031-73.0% | $3,739-78.1% | $2,589-68.4% |
| Participant deferral / active EE | $1,874 | $3,771-50.3% | $4,879-61.6% | $4,291-56.3% |
| Admin fee / account holder | $3,844 | $2,028+89.5% | $6,733-42.9% | $1,588+142.1% |