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 | $46,768 | $36,948+26.6% | $73,658-36.5% | $87,485-46.5% |
| Participation rate | 53.1% | 46.8%+6.2pp | 57.0%-4.0pp | 68.9%-15.9pp |
| Annual return | 15.95% | 28.64%-12.7pp | 29.72%-13.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,398 | $670+108.7% | $1,032+35.5% | $2,596-46.1% |
| Participant deferral / active EE | $2,428 | $1,379+76.0% | $2,062+17.7% | $4,274-43.2% |
| Admin fee / account holder | $3,374 | $2,531+33.3% | $3,357+0.5% | $7,775-56.6% |