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 | $53,634 | $67,411-20.4% | $91,004-41.1% | $70,126-23.5% |
| Participation rate | 64.9% | 71.4%-6.4pp | 75.6%-10.7pp | 69.5%-4.6pp |
| Annual return | 17.31% | -40.16%+57.5pp | 4.60%+12.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $747 | $1,786-58.2% | $2,456-69.6% | $2,343-68.1% |
| Participant deferral / active EE | $3,077 | $2,823+9.0% | $3,548-13.3% | $3,332-7.6% |
| Admin fee / account holder | $7,056 | $4,236+66.6% | $5,417+30.2% | $4,645+51.9% |