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 | $51,964 | $64,909-19.9% | $82,312-36.9% | $62,293-16.6% |
| Participation rate | 57.0% | 74.9%-17.9pp | 76.9%-19.9pp | 69.5%-12.5pp |
| Annual return | 16.26% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $468 | $1,676-72.1% | $2,428-80.7% | $2,042-77.1% |
| Participant deferral / active EE | $2,363 | $3,103-23.8% | $3,706-36.2% | $3,169-25.4% |
| Admin fee / account holder | $2,939 | $440+568.6% | $5,608-47.6% | $479+513.2% |