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 | $49,380 | $78,423-37.0% | $95,964-48.5% | $79,856-38.2% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 12.68% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,609 | $1,945-17.3% | $2,541-36.7% | $2,471-34.9% |
| Participant deferral / active EE | $3,498 | $3,440+1.7% | $4,167-16.1% | $3,741-6.5% |
| Admin fee / account holder | $4,334 | $5,622-22.9% | $6,797-36.2% | $5,306-18.3% |