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 | $66,980 | $86,940-23.0% | $102,434-34.6% | $80,935-17.2% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.7%-22.8pp |
| Annual return | 14.16% | 18.89%-4.7pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,006 | $2,370-57.5% | $3,023-66.7% | $2,757-63.5% |
| Participant deferral / active EE | $2,341 | $4,121-43.2% | $5,055-53.7% | $4,299-45.6% |
| Admin fee / account holder | $590 | $8,047-92.7% | $9,462-93.8% | $6,924-91.5% |