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 | $43,120 | $108,825-60.4% | $156,181-72.4% | $82,448-47.7% |
| Participation rate | 40.8% | 72.4%-31.6pp | 78.8%-38.0pp | 68.1%-27.3pp |
| Annual return | 14.71% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,188 | $2,870-58.6% | $4,294-72.3% | $2,551-53.4% |
| Participant deferral / active EE | $2,733 | $4,577-40.3% | $6,132-55.4% | $4,139-34.0% |
| Admin fee / account holder | $3,297 | $9,341-64.7% | $14,586-77.4% | $7,234-54.4% |