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 | $43,725 | $60,349-27.5% | $74,184-41.1% | $62,881-30.5% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 9.45% | 21.38%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,347 | $1,680-19.9% | $2,370-43.2% | $2,281-41.0% |
| Participant deferral / active EE | $5,488 | $2,856+92.1% | $3,550+54.6% | $3,203+71.3% |
| Admin fee / account holder | $4,978 | $4,261+16.8% | $5,586-10.9% | $4,296+15.9% |