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 | $55,829 | $75,541-26.1% | $152,093-63.3% | $82,637-32.4% |
| Participation rate | 43.8% | 66.5%-22.8pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 14.99% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,602 | $2,622-38.9% | $4,175-61.6% | $2,552-37.2% |
| Participant deferral / active EE | $5,316 | $3,206+65.8% | $5,451-2.5% | $4,126+28.8% |
| Admin fee / account holder | $514 | $6,405-92.0% | $14,497-96.5% | $7,339-93.0% |