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 | $21,489 | $52,380-59.0% | $98,775-78.2% | $85,847-75.0% |
| Participation rate | 58.0% | 58.0%0pp | 65.7%-7.7pp | 69.3%-11.3pp |
| Annual return | 13.90% | 25.82%-11.9pp | 49.92%-36.0pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,280 | $1,337-4.3% | $2,067-38.1% | $2,565-50.1% |
| Participant deferral / active EE | $2,276 | $2,101+8.3% | $3,035-25.0% | $3,952-42.4% |
| Admin fee / account holder | $5,570 | $3,865+44.1% | $4,076+36.7% | $6,261-11.0% |