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 | $58,225 | $65,361-10.9% | $92,903-37.3% | $72,983-20.2% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 20.39% | 42.11%-21.7pp | 109.43%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $939 | $2,594-63.8% | $3,653-74.3% | $2,440-61.5% |
| Participant deferral / active EE | $1,984 | $3,128-36.6% | $4,238-53.2% | $3,608-45.0% |
| Admin fee / account holder | $1,747 | $4,251-58.9% | $5,795-69.9% | $5,124-65.9% |