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 | $49,194 | $69,590-29.3% | $136,867-64.1% | $94,015-47.7% |
| Participation rate | 60.6% | 66.3%-5.7pp | 74.5%-13.9pp | 70.8%-10.2pp |
| Annual return | 17.42% | 19.62%-2.2pp | 42.97%-25.6pp | 17.84%-0.4pp |
| Employer contribution / active EE | $511 | $2,396-78.7% | $3,547-85.6% | $2,790-81.7% |
| Participant deferral / active EE | $1,821 | $3,437-47.0% | $4,924-63.0% | $4,249-57.2% |
| Admin fee / account holder | $2,991 | $8,912-66.4% | $10,340-71.1% | $8,951-66.6% |