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 | $55,747 | $54,541+2.2% | $78,778-29.2% | $70,126-20.5% |
| Participation rate | 64.2% | 60.8%+3.4pp | 69.2%-5.0pp | 69.5%-5.4pp |
| Annual return | 13.46% | 21.07%-7.6pp | 35.62%-22.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $316 | $1,089-71.0% | $1,986-84.1% | $2,343-86.5% |
| Participant deferral / active EE | $2,153 | $2,210-2.6% | $2,958-27.2% | $3,332-35.4% |
| Admin fee / account holder | $536 | $3,709-85.6% | $5,134-89.6% | $4,645-88.5% |