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 | $25,570 | $76,550-66.6% | $123,894-79.4% | $62,881-59.3% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 30.46% | 18.67%+11.8pp | 47.52%-17.1pp | 20.14%+10.3pp |
| Employer contribution / active EE | $1,066 | $2,882-63.0% | $4,617-76.9% | $2,281-53.2% |
| Participant deferral / active EE | $3,897 | $4,840-19.5% | $5,984-34.9% | $3,203+21.7% |
| Admin fee / account holder | $1,989 | $4,826-58.8% | $8,357-76.2% | $4,296-53.7% |