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 | $58,047 | $65,034-10.7% | $90,970-36.2% | $79,856-27.3% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 17.04% | 30.45%-13.4pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $546 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $2,083 | $2,512-17.1% | $3,373-38.2% | $3,741-44.3% |
| Admin fee / account holder | $2,935 | $4,536-35.3% | $5,961-50.8% | $5,306-44.7% |