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 | $58,636 | $86,922-32.5% | $102,438-42.8% | $80,874-27.5% |
| Participation rate | 44.6% | 72.4%-27.8pp | 76.5%-31.9pp | 67.6%-23.0pp |
| Annual return | 10.44% | 18.90%-8.5pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,129 | $2,369-52.4% | $3,024-62.7% | $2,756-59.0% |
| Participant deferral / active EE | $1,853 | $4,119-55.0% | $5,054-63.3% | $4,297-56.9% |
| Admin fee / account holder | $1,218 | $8,050-84.9% | $9,448-87.1% | $6,935-82.4% |