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 | $48,884 | $67,602-27.7% | $82,312-40.6% | $70,126-30.3% |
| Participation rate | 55.4% | 72.8%-17.3pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 14.53% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,206 | $1,755-31.3% | $2,428-50.4% | $2,343-48.5% |
| Participant deferral / active EE | $2,234 | $2,987-25.2% | $3,706-39.7% | $3,332-33.0% |
| Admin fee / account holder | $2,403 | $4,512-46.7% | $5,608-57.1% | $4,645-48.3% |