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 | $51,577 | $69,977-26.3% | $108,582-52.5% | $62,881-18.0% |
| Participation rate | 64.0% | 72.9%-8.9pp | 79.6%-15.6pp | 69.3%-5.3pp |
| Annual return | 8.06% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,270 | $2,135-40.5% | $3,758-66.2% | $2,281-44.3% |
| Participant deferral / active EE | $2,699 | $3,165-14.7% | $4,311-37.4% | $3,203-15.7% |
| Admin fee / account holder | $3,397 | $5,076-33.1% | $7,645-55.6% | $4,296-20.9% |