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 | $58,179 | $80,992-28.2% | $96,534-39.7% | $75,173-22.6% |
| Participation rate | 44.3% | 71.8%-27.5pp | 76.0%-31.7pp | 67.2%-22.9pp |
| Annual return | 13.65% | 27.05%-13.4pp | 25.88%-12.2pp | 160.72%-147.1pp |
| Employer contribution / active EE | $652 | $2,283-71.5% | $2,965-78.0% | $2,671-75.6% |
| Participant deferral / active EE | $2,669 | $3,929-32.1% | $4,851-45.0% | $4,126-35.3% |
| Admin fee / account holder | $2,106 | $6,717-68.6% | $8,253-74.5% | $5,651-62.7% |