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 | $51,124 | $52,467-2.6% | $57,196-10.6% | $55,167-7.3% |
| Participation rate | 53.0% | 75.8%-22.8pp | 75.3%-22.3pp | 69.0%-16.0pp |
| Annual return | 7.55% | 7.72%-0.2pp | 14.59%-7.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,292 | $2,477-47.9% | $2,683-51.9% | $1,963-34.2% |
| Participant deferral / active EE | $2,486 | $2,830-12.1% | $3,096-19.7% | $3,054-18.6% |
| Admin fee / account holder | $771 | $269+186.5% | $3,141-75.5% | $504+53.0% |