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 | $49,169 | $54,541-9.8% | $78,778-37.6% | $70,126-29.9% |
| Participation rate | 63.6% | 60.8%+2.8pp | 69.2%-5.6pp | 69.5%-5.9pp |
| Annual return | 20.65% | 21.07%-0.4pp | 35.62%-15.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $382 | $1,089-64.9% | $1,986-80.7% | $2,343-83.7% |
| Participant deferral / active EE | $2,654 | $2,210+20.1% | $2,958-10.3% | $3,332-20.3% |
| Admin fee / account holder | $1,242 | $3,709-66.5% | $5,134-75.8% | $4,645-73.3% |