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 | $54,744 | $75,541-27.5% | $152,093-64.0% | $82,637-33.8% |
| Participation rate | 44.8% | 66.5%-21.8pp | 77.8%-33.0pp | 68.1%-23.3pp |
| Annual return | 14.85% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $533 | $2,622-79.7% | $4,175-87.2% | $2,552-79.1% |
| Participant deferral / active EE | $1,800 | $3,206-43.8% | $5,451-67.0% | $4,126-56.4% |
| Admin fee / account holder | $992 | $6,405-84.5% | $14,497-93.2% | $7,339-86.5% |