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 | $53,196 | $67,411-21.1% | $91,004-41.5% | $70,126-24.1% |
| Participation rate | 55.9% | 71.4%-15.5pp | 75.6%-19.7pp | 69.5%-13.7pp |
| Annual return | 12.62% | -40.16%+52.8pp | 4.60%+8.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $962 | $1,786-46.2% | $2,456-60.8% | $2,343-58.9% |
| Participant deferral / active EE | $2,358 | $2,823-16.5% | $3,548-33.5% | $3,332-29.2% |
| Admin fee / account holder | $1,286 | $4,236-69.6% | $5,417-76.3% | $4,645-72.3% |