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 | $44,928 | $57,140-21.4% | $85,240-47.3% | $80,959-44.5% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 18.32% | 21.71%-3.4pp | 66.75%-48.4pp | 35.67%-17.4pp |
| Employer contribution / active EE | $891 | $1,802-50.6% | $2,735-67.4% | $2,757-67.7% |
| Participant deferral / active EE | $2,119 | $3,115-32.0% | $4,527-53.2% | $4,300-50.7% |
| Admin fee / account holder | $557 | $4,992-88.8% | $6,165-91.0% | $6,925-92.0% |