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 | $47,613 | $56,423-15.6% | $77,183-38.3% | $71,495-33.4% |
| Participation rate | 31.6% | 64.3%-32.7pp | 69.6%-38.0pp | 67.9%-36.4pp |
| Annual return | 15.97% | 19.05%-3.1pp | 37.89%-21.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,127 | $1,866-39.6% | $2,534-55.5% | $2,589-56.5% |
| Participant deferral / active EE | $1,800 | $3,142-42.7% | $3,833-53.0% | $4,291-58.1% |
| Admin fee / account holder | $8,016 | $1,429+461.0% | $5,475+46.4% | $1,588+404.9% |