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 | $53,245 | $74,535-28.6% | $100,712-47.1% | $82,637-35.6% |
| Participation rate | 44.9% | 61.2%-16.2pp | 69.3%-24.3pp | 68.1%-23.1pp |
| Annual return | 12.45% | 18.92%-6.5pp | 33.27%-20.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $338 | $1,503-77.5% | $2,313-85.4% | $2,552-86.7% |
| Participant deferral / active EE | $2,104 | $3,074-31.5% | $4,085-48.5% | $4,126-49.0% |
| Admin fee / account holder | $2,312 | $6,576-64.8% | $9,256-75.0% | $7,339-68.5% |