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 | $45,921 | $52,580-12.7% | $71,671-35.9% | $70,124-34.5% |
| Participation rate | 61.3% | 60.9%+0.4pp | 68.7%-7.5pp | 69.5%-8.3pp |
| Annual return | 17.50% | 20.25%-2.8pp | 20.65%-3.2pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,161 | $1,616-28.2% | $2,460-52.8% | $2,342-50.4% |
| Participant deferral / active EE | $2,273 | $2,386-4.7% | $3,438-33.9% | $3,332-31.8% |
| Admin fee / account holder | $349 | $3,653-90.4% | $5,558-93.7% | $4,645-92.5% |