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 | $50,426 | $86,949-42.0% | $102,460-50.8% | $80,959-37.7% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 10.64% | 18.89%-8.3pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $930 | $2,370-60.8% | $3,025-69.3% | $2,757-66.3% |
| Participant deferral / active EE | $2,502 | $4,121-39.3% | $5,056-50.5% | $4,300-41.8% |
| Admin fee / account holder | $568 | $8,048-92.9% | $9,460-94.0% | $6,925-91.8% |