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 | $47,232 | $55,684-15.2% | $75,900-37.8% | $72,976-35.3% |
| Participation rate | 44.7% | 61.1%-16.4pp | 69.3%-24.6pp | 69.5%-24.8pp |
| Annual return | 22.42% | 27.60%-5.2pp | 30.73%-8.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,094 | $1,687-35.1% | $2,501-56.3% | $2,440-55.2% |
| Participant deferral / active EE | $1,822 | $2,634-30.8% | $3,604-49.4% | $3,608-49.5% |
| Admin fee / account holder | $912 | $3,981-77.1% | $5,421-83.2% | $5,124-82.2% |