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 | $40,193 | $80,332-50.0% | $107,187-62.5% | $64,097-37.3% |
| Participation rate | 55.8% | 54.4%+1.4pp | 75.0%-19.2pp | 55.2%+0.6pp |
| Annual return | 16.56% | 24.26%-7.7pp | 204.55%-188.0pp | 34.64%-18.1pp |
| Employer contribution / active EE | $765 | $2,501-69.4% | $3,782-79.8% | $1,891-59.5% |
| Participant deferral / active EE | $2,069 | $3,109-33.4% | $5,096-59.4% | $3,080-32.8% |
| Admin fee / account holder | $874 | $4,314-79.7% | $9,162-90.5% | $3,454-74.7% |