Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,658 | $74,535-36.1% | $100,712-52.7% | $82,637-42.3% |
| Participation rate | 23.5% | 61.2%-37.6pp | 69.3%-45.7pp | 68.1%-44.5pp |
| Annual return | 17.35% | 18.92%-1.6pp | 33.27%-15.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $579 | $1,503-61.4% | $2,313-74.9% | $2,552-77.3% |
| Participant deferral / active EE | $2,299 | $3,074-25.2% | $4,085-43.7% | $4,126-44.3% |
| Admin fee / account holder | $2,154 | $6,576-67.2% | $9,256-76.7% | $7,339-70.7% |