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 | $45,479 | $74,535-39.0% | $100,712-54.8% | $82,637-45.0% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 15.06% | 18.92%-3.9pp | 33.27%-18.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $547 | $1,503-63.6% | $2,313-76.3% | $2,552-78.6% |
| Participant deferral / active EE | $1,556 | $3,074-49.4% | $4,085-61.9% | $4,126-62.3% |
| Admin fee / account holder | $2,272 | $6,576-65.4% | $9,256-75.5% | $7,339-69.0% |