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 | $45,363 | $69,273-34.5% | $90,796-50.0% | $82,637-45.1% |
| Participation rate | 34.5% | 64.0%-29.5pp | 69.5%-35.0pp | 68.1%-33.5pp |
| Annual return | 14.95% | 18.37%-3.4pp | 19.29%-4.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,591 | $1,865-14.7% | $2,294-30.6% | $2,552-37.7% |
| Participant deferral / active EE | $1,109 | $3,047-63.6% | $3,822-71.0% | $4,126-73.1% |
| Admin fee / account holder | $8,767 | $5,511+59.1% | $7,024+24.8% | $7,339+19.5% |