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 | $55,935 | $51,638+8.3% | $68,368-18.2% | $82,448-32.2% |
| Participation rate | 51.7% | 63.6%-11.9pp | 73.8%-22.0pp | 68.1%-16.3pp |
| Annual return | 14.30% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $598 | $2,047-70.8% | $2,649-77.4% | $2,551-76.5% |
| Participant deferral / active EE | $901 | $2,914-69.1% | $4,123-78.2% | $4,139-78.2% |
| Admin fee / account holder | $2,174 | $4,643-53.2% | $5,150-57.8% | $7,234-70.0% |