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 | $52,196 | $71,523-27.0% | $98,461-47.0% | $71,511-27.0% |
| Participation rate | 40.1% | 72.7%-32.6pp | 75.2%-35.1pp | 67.9%-27.8pp |
| Annual return | 15.31% | 32.43%-17.1pp | 21.17%-5.9pp | 28.86%-13.5pp |
| Employer contribution / active EE | $1,081 | $2,399-54.9% | $3,049-64.5% | $2,589-58.2% |
| Participant deferral / active EE | $1,956 | $4,109-52.4% | $4,738-58.7% | $4,291-54.4% |
| Admin fee / account holder | $1,275 | $1,676-23.9% | $8,961-85.8% | $1,588-19.7% |