Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,887 | $48,118-4.6% | $136,833-66.5% | $94,015-51.2% |
| Participation rate | 41.8% | 47.4%-5.6pp | 59.0%-17.2pp | 70.8%-29.0pp |
| Annual return | 15.68% | 14.65%+1.0pp | 35.32%-19.6pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,051 | $821+28.0% | $1,319-20.3% | $2,790-62.3% |
| Participant deferral / active EE | $2,313 | $1,651+40.1% | $2,441-5.3% | $4,249-45.6% |
| Admin fee / account holder | $1,256 | $3,059-59.0% | $4,706-73.3% | $8,951-86.0% |