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 | $56,225 | $86,949-35.3% | $102,460-45.1% | $80,959-30.6% |
| Participation rate | 40.3% | 72.4%-32.1pp | 76.5%-36.2pp | 67.7%-27.4pp |
| Annual return | 20.64% | 18.89%+1.7pp | 29.47%-8.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $1,276 | $2,370-46.1% | $3,025-57.8% | $2,757-53.7% |
| Participant deferral / active EE | $2,198 | $4,121-46.7% | $5,056-56.5% | $4,300-48.9% |
| Admin fee / account holder | $2,050 | $8,048-74.5% | $9,460-78.3% | $6,925-70.4% |