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 | $52,505 | $89,259-41.2% | $107,187-51.0% | $82,637-36.5% |
| Participation rate | 23.3% | 67.9%-44.6pp | 75.0%-51.7pp | 68.1%-44.7pp |
| Annual return | 14.30% | 21.02%-6.7pp | 204.55%-190.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $965 | $3,080-68.7% | $3,782-74.5% | $2,552-62.2% |
| Participant deferral / active EE | $1,979 | $4,037-51.0% | $5,096-61.2% | $4,126-52.0% |
| Admin fee / account holder | $1,623 | $7,381-78.0% | $9,162-82.3% | $7,339-77.9% |