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 | $52,101 | $61,605-15.4% | $112,273-53.6% | $75,181-30.7% |
| Participation rate | 62.5% | 61.7%+0.8pp | 72.4%-9.9pp | 67.2%-4.7pp |
| Annual return | 14.56% | 28.47%-13.9pp | 30.23%-15.7pp | 160.69%-146.1pp |
| Employer contribution / active EE | $1,195 | $2,015-40.7% | $3,431-65.2% | $2,671-55.3% |
| Participant deferral / active EE | $2,123 | $3,108-31.7% | $4,800-55.8% | $4,126-48.6% |
| Admin fee / account holder | $868 | $4,862-82.1% | $7,752-88.8% | $5,650-84.6% |