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 | $42,548 | $54,763-22.3% | $90,324-52.9% | $72,976-41.7% |
| Participation rate | 57.9% | 65.2%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 18.36% | 30.63%-12.3pp | 78.15%-59.8pp | 81.02%-62.7pp |
| Employer contribution / active EE | $852 | $2,093-59.3% | $2,856-70.2% | $2,440-65.1% |
| Participant deferral / active EE | $1,517 | $2,887-47.5% | $3,885-61.0% | $3,608-57.9% |
| Admin fee / account holder | $426 | $3,973-89.3% | $5,356-92.0% | $5,124-91.7% |