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 | $48,799 | $93,589-47.9% | $135,942-64.1% | $75,181-35.1% |
| Participation rate | 60.3% | 75.2%-14.9pp | 81.9%-21.7pp | 67.2%-6.9pp |
| Annual return | 18.65% | 30.90%-12.3pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $1,453 | $3,537-58.9% | $4,858-70.1% | $2,671-45.6% |
| Participant deferral / active EE | $2,670 | $6,405-58.3% | $7,759-65.6% | $4,126-35.3% |
| Admin fee / account holder | $512 | $6,977-92.7% | $10,764-95.2% | $5,650-90.9% |