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 | $44,981 | $78,423-42.6% | $95,964-53.1% | $79,856-43.7% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.4pp |
| Annual return | 10.84% | 19.37%-8.5pp | 91.64%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,244 | $1,945-36.0% | $2,541-51.0% | $2,471-49.7% |
| Participant deferral / active EE | $2,081 | $3,440-39.5% | $4,167-50.1% | $3,741-44.4% |
| Admin fee / account holder | $3,418 | $5,622-39.2% | $6,797-49.7% | $5,306-35.6% |