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 | $43,065 | $97,550-55.9% | $120,344-64.2% | $87,485-50.8% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.7%-24.3pp | 68.9%-16.5pp |
| Annual return | 17.15% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $954 | $2,291-58.4% | $3,020-68.4% | $2,596-63.3% |
| Participant deferral / active EE | $2,445 | $4,230-42.2% | $5,135-52.4% | $4,274-42.8% |
| Admin fee / account holder | $2,888 | $9,543-69.7% | $12,742-77.3% | $7,775-62.9% |