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 | $58,097 | $80,983-28.3% | $96,544-39.8% | $75,177-22.7% |
| Participation rate | 48.6% | 71.8%-23.1pp | 76.0%-27.3pp | 67.2%-18.6pp |
| Annual return | 20.74% | 27.05%-6.3pp | 25.88%-5.1pp | 160.75%-140.0pp |
| Employer contribution / active EE | $1,449 | $2,282-36.5% | $2,966-51.2% | $2,671-45.8% |
| Participant deferral / active EE | $2,669 | $3,929-32.1% | $4,851-45.0% | $4,126-35.3% |
| Admin fee / account holder | $1,564 | $6,717-76.7% | $8,254-81.1% | $5,651-72.3% |