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 | $54,845 | $56,894-3.6% | $84,753-35.3% | $62,881-12.8% |
| Participation rate | 54.4% | 68.5%-14.1pp | 76.6%-22.1pp | 69.3%-14.9pp |
| Annual return | 7.39% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $646 | $2,400-73.1% | $3,574-81.9% | $2,281-71.7% |
| Participant deferral / active EE | $1,710 | $2,709-36.9% | $3,712-53.9% | $3,203-46.6% |
| Admin fee / account holder | $2,065 | $3,581-42.3% | $5,333-61.3% | $4,296-51.9% |