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 | $52,879 | $110,137-52.0% | $161,149-67.2% | $82,637-36.0% |
| Participation rate | 48.0% | 72.4%-24.4pp | 78.8%-30.8pp | 68.1%-20.1pp |
| Annual return | 15.61% | 20.69%-5.1pp | 21.16%-5.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,211 | $2,856-57.6% | $4,360-72.2% | $2,552-52.5% |
| Participant deferral / active EE | $2,817 | $4,575-38.4% | $6,153-54.2% | $4,126-31.7% |
| Admin fee / account holder | $4,414 | $9,467-53.4% | $15,194-71.0% | $7,339-39.9% |