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 | $45,654 | $78,027-41.5% | $178,528-74.4% | $80,925-43.6% |
| Participation rate | 45.8% | 65.7%-19.9pp | 77.1%-31.3pp | 67.7%-21.9pp |
| Annual return | 13.36% | 18.09%-4.7pp | 27.11%-13.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $846 | $2,281-62.9% | $3,950-78.6% | $2,756-69.3% |
| Participant deferral / active EE | $1,859 | $4,408-57.8% | $6,278-70.4% | $4,299-56.7% |
| Admin fee / account holder | $1,142 | $7,168-84.1% | $10,419-89.0% | $6,940-83.5% |