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 | $44,744 | $72,273-38.1% | $101,275-55.8% | $79,856-44.0% |
| Participation rate | 43.2% | 68.5%-25.2pp | 75.8%-32.6pp | 69.6%-26.4pp |
| Annual return | 13.32% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $991 | $2,691-63.2% | $3,660-72.9% | $2,471-59.9% |
| Participant deferral / active EE | $1,997 | $3,282-39.2% | $4,371-54.3% | $3,741-46.6% |
| Admin fee / account holder | $5,325 | $4,401+21.0% | $5,948-10.5% | $5,306+0.3% |