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 | $53,448 | $74,535-28.3% | $100,712-46.9% | $82,637-35.3% |
| Participation rate | 51.5% | 61.2%-9.7pp | 69.3%-17.8pp | 68.1%-16.5pp |
| Annual return | 14.91% | 18.92%-4.0pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $950 | $1,503-36.8% | $2,313-58.9% | $2,552-62.8% |
| Participant deferral / active EE | $1,567 | $3,074-49.0% | $4,085-61.6% | $4,126-62.0% |
| Admin fee / account holder | $1,123 | $6,576-82.9% | $9,256-87.9% | $7,339-84.7% |