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 | $44,509 | $57,061-22.0% | $85,063-47.7% | $80,911-45.0% |
| Participation rate | 61.3% | 56.3%+4.9pp | 67.5%-6.2pp | 67.6%-6.4pp |
| Annual return | 14.43% | 21.66%-7.2pp | 66.54%-52.1pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,349 | $1,799-25.0% | $2,727-50.5% | $2,756-51.0% |
| Participant deferral / active EE | $2,905 | $3,110-6.6% | $4,523-35.8% | $4,297-32.4% |
| Admin fee / account holder | $924 | $4,986-81.5% | $6,155-85.0% | $6,935-86.7% |