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 | $63,180 | $86,050-26.6% | $189,758-66.7% | $94,015-32.8% |
| Participation rate | 56.7% | 68.9%-12.2pp | 79.8%-23.1pp | 70.8%-14.2pp |
| Annual return | 16.31% | 17.77%-1.5pp | 52.62%-36.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $738 | $2,819-73.8% | $4,767-84.5% | $2,790-73.5% |
| Participant deferral / active EE | $2,994 | $3,349-10.6% | $5,856-48.9% | $4,249-29.5% |
| Admin fee / account holder | $2,833 | $6,627-57.3% | $20,388-86.1% | $8,951-68.4% |