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 | $49,007 | $63,809-23.2% | $81,353-39.8% | $80,935-39.4% |
| Participation rate | 67.0% | 63.9%+3.1pp | 69.5%-2.5pp | 67.7%-0.6pp |
| Annual return | 12.82% | 16.37%-3.6pp | 24.82%-12.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,614 | $1,981-18.5% | $2,464-34.5% | $2,757-41.5% |
| Participant deferral / active EE | $2,960 | $3,093-4.3% | $3,885-23.8% | $4,299-31.1% |
| Admin fee / account holder | $7,050 | $5,686+24.0% | $5,766+22.3% | $6,924+1.8% |