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 | $52,429 | $78,690-33.4% | $161,489-67.5% | $87,485-40.1% |
| Participation rate | 54.1% | 67.5%-13.3pp | 78.7%-24.6pp | 68.9%-14.8pp |
| Annual return | 23.76% | 32.74%-9.0pp | 89.72%-66.0pp | 26.06%-2.3pp |
| Employer contribution / active EE | $667 | $2,588-74.2% | $4,268-84.4% | $2,596-74.3% |
| Participant deferral / active EE | $4,475 | $3,311+35.2% | $5,630-20.5% | $4,274+4.7% |
| Admin fee / account holder | $12,900 | $6,724+91.9% | $16,006-19.4% | $7,775+65.9% |