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 | $42,013 | $58,512-28.2% | $84,020-50.0% | $72,983-42.4% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.0%-21.0pp | 69.5%-21.5pp |
| Annual return | 19.47% | 28.93%-9.5pp | 71.31%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $440 | $1,163-62.1% | $1,984-77.8% | $2,440-82.0% |
| Participant deferral / active EE | $1,571 | $2,394-34.4% | $3,239-51.5% | $3,608-56.5% |
| Admin fee / account holder | $3,592 | $4,569-21.4% | $6,101-41.1% | $5,124-29.9% |