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 | $48,557 | $48,118+0.9% | $136,833-64.5% | $94,015-48.4% |
| Participation rate | 48.3% | 47.4%+0.9pp | 59.0%-10.7pp | 70.8%-22.5pp |
| Annual return | 19.89% | 14.65%+5.2pp | 35.32%-15.4pp | 17.84%+2.0pp |
| Employer contribution / active EE | $812 | $821-1.1% | $1,319-38.4% | $2,790-70.9% |
| Participant deferral / active EE | $1,947 | $1,651+17.9% | $2,441-20.2% | $4,249-54.2% |
| Admin fee / account holder | $324 | $3,059-89.4% | $4,706-93.1% | $8,951-96.4% |