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 | $44,238 | $153,769-71.2% | $133,975-67.0% | $273,972-83.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 16.71% | 36.51%-19.8pp | 29.29%-12.6pp | 41.46%-24.7pp |
| Employer contribution / active EE | $1,330 | $6,029-77.9% | $5,211-74.5% | $4,869-72.7% |
| Participant deferral / active EE | $2,630 | $6,958-62.2% | $6,282-58.1% | $5,287-50.3% |
| Admin fee / account holder | $2,193 | $11,765-81.4% | $9,324-76.5% | $10,133-78.4% |