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 | $44,978 | $67,602-33.5% | $82,312-45.4% | $70,126-35.9% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.9%-36.5pp | 69.5%-29.2pp |
| Annual return | 17.16% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,095 | $1,755-37.6% | $2,428-54.9% | $2,343-53.3% |
| Participant deferral / active EE | $2,476 | $2,987-17.1% | $3,706-33.2% | $3,332-25.7% |
| Admin fee / account holder | $5,691 | $4,512+26.1% | $5,608+1.5% | $4,645+22.5% |