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 | $46,242 | $75,541-38.8% | $152,093-69.6% | $82,637-44.0% |
| Participation rate | 36.4% | 66.5%-30.2pp | 77.8%-41.4pp | 68.1%-31.7pp |
| Annual return | 19.37% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $873 | $2,622-66.7% | $4,175-79.1% | $2,552-65.8% |
| Participant deferral / active EE | $1,619 | $3,206-49.5% | $5,451-70.3% | $4,126-60.8% |
| Admin fee / account holder | $1,897 | $6,405-70.4% | $14,497-86.9% | $7,339-74.1% |