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 | $53,813 | $70,435-23.6% | $96,575-44.3% | $85,856-37.3% |
| Participation rate | 68.1% | 61.8%+6.3pp | 69.8%-1.7pp | 69.3%-1.2pp |
| Annual return | 11.81% | 18.59%-6.8pp | 37.79%-26.0pp | 318.58%-306.8pp |
| Employer contribution / active EE | $1,490 | $1,413+5.4% | $2,357-36.8% | $2,565-41.9% |
| Participant deferral / active EE | $2,251 | $2,894-22.2% | $3,849-41.5% | $3,952-43.0% |
| Admin fee / account holder | $380 | $4,997-92.4% | $6,182-93.9% | $6,261-93.9% |