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 | $48,454 | $72,027-32.7% | $185,835-73.9% | $79,852-39.3% |
| Participation rate | 57.1% | 65.8%-8.6pp | 78.0%-20.9pp | 69.6%-12.5pp |
| Annual return | 15.63% | 23.13%-7.5pp | 35.96%-20.3pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,233 | $1,965-37.2% | $4,087-69.8% | $2,471-50.1% |
| Participant deferral / active EE | $3,708 | $3,780-1.9% | $5,633-34.2% | $3,740-0.9% |
| Admin fee / account holder | $7,193 | $4,513+59.4% | $9,502-24.3% | $5,306+35.6% |