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 | $54,337 | $114,712-52.6% | $173,730-68.7% | $87,485-37.9% |
| Participation rate | 49.1% | 73.0%-23.9pp | 79.6%-30.5pp | 68.9%-19.9pp |
| Annual return | 15.59% | 20.18%-4.6pp | 19.96%-4.4pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,440 | $2,904-50.4% | $4,577-68.5% | $2,596-44.5% |
| Participant deferral / active EE | $3,642 | $4,642-21.5% | $6,326-42.4% | $4,274-14.8% |
| Admin fee / account holder | $1,575 | $10,210-84.6% | $17,523-91.0% | $7,775-79.7% |