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 | $52,544 | $45,343+15.9% | $150,298-65.0% | $67,986-22.7% |
| Participation rate | 32.5% | 51.9%-19.3pp | 77.8%-45.2pp | 57.2%-24.7pp |
| Annual return | 14.43% | 33.28%-18.8pp | 62.79%-48.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $379 | $1,462-74.1% | $4,154-90.9% | $2,019-81.2% |
| Participant deferral / active EE | $998 | $2,055-51.4% | $5,453-81.7% | $3,358-70.3% |
| Admin fee / account holder | $5,135 | $2,250+128.2% | $14,116-63.6% | $3,203+60.3% |