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 | $47,773 | $56,894-16.0% | $84,753-43.6% | $62,881-24.0% |
| Participation rate | 54.4% | 68.5%-14.1pp | 76.6%-22.2pp | 69.3%-14.9pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $980 | $2,400-59.2% | $3,574-72.6% | $2,281-57.0% |
| Participant deferral / active EE | $2,302 | $2,709-15.0% | $3,712-38.0% | $3,203-28.1% |
| Admin fee / account holder | $303 | $3,581-91.5% | $5,333-94.3% | $4,296-92.9% |