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 | $42,416 | $97,550-56.5% | $120,344-64.8% | $87,485-51.5% |
| Participation rate | 52.6% | 72.8%-20.2pp | 76.7%-24.1pp | 68.9%-16.3pp |
| Annual return | 14.11% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,205 | $2,291-47.4% | $3,020-60.1% | $2,596-53.6% |
| Participant deferral / active EE | $2,464 | $4,230-41.7% | $5,135-52.0% | $4,274-42.3% |
| Admin fee / account holder | $9,228 | $9,543-3.3% | $12,742-27.6% | $7,775+18.7% |