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 | $43,516 | $43,075+1.0% | $74,577-41.6% | $62,881-30.8% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 8.98% | 17.50%-8.5pp | 20.47%-11.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $240 | $1,498-84.0% | $2,525-90.5% | $2,281-89.5% |
| Participant deferral / active EE | $1,070 | $2,389-55.2% | $3,458-69.0% | $3,203-66.6% |
| Admin fee / account holder | $1,936 | $2,840-31.8% | $4,138-53.2% | $4,296-54.9% |