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 | $55,419 | $65,361-15.2% | $92,903-40.3% | $72,983-24.1% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 25.52% | 42.11%-16.6pp | 109.43%-83.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,408 | $2,594-45.7% | $3,653-61.5% | $2,440-42.3% |
| Participant deferral / active EE | $2,959 | $3,128-5.4% | $4,238-30.2% | $3,608-18.0% |
| Admin fee / account holder | $819 | $4,251-80.7% | $5,795-85.9% | $5,124-84.0% |