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 | $44,493 | $60,349-26.3% | $74,184-40.0% | $62,881-29.2% |
| Participation rate | 59.3% | 72.7%-13.5pp | 76.6%-17.4pp | 69.3%-10.0pp |
| Annual return | 8.32% | 21.38%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,436 | $1,680-14.5% | $2,370-39.4% | $2,281-37.0% |
| Participant deferral / active EE | $2,717 | $2,856-4.9% | $3,550-23.5% | $3,203-15.2% |
| Admin fee / account holder | $656 | $4,261-84.6% | $5,586-88.3% | $4,296-84.7% |