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 | $53,536 | $81,233-34.1% | $155,567-65.6% | $80,874-33.8% |
| Participation rate | 27.1% | 66.2%-39.2pp | 78.2%-51.1pp | 67.6%-40.6pp |
| Annual return | 13.18% | 33.33%-20.1pp | 64.74%-51.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,364 | $3,101-56.0% | $4,674-70.8% | $2,756-50.5% |
| Participant deferral / active EE | $1,051 | $3,452-69.6% | $5,628-81.3% | $4,297-75.5% |
| Admin fee / account holder | $7,528 | $7,998-5.9% | $15,916-52.7% | $6,935+8.5% |