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 | $53,869 | $54,541-1.2% | $78,778-31.6% | $70,126-23.2% |
| Participation rate | 58.7% | 60.8%-2.1pp | 69.2%-10.5pp | 69.5%-10.8pp |
| Annual return | 16.62% | 21.07%-4.4pp | 35.62%-19.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $227 | $1,089-79.1% | $1,986-88.6% | $2,343-90.3% |
| Participant deferral / active EE | $3,185 | $2,210+44.1% | $2,958+7.7% | $3,332-4.4% |
| Admin fee / account holder | $4,213 | $3,709+13.6% | $5,134-17.9% | $4,645-9.3% |