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 | $59,246 | $69,273-14.5% | $90,796-34.7% | $82,637-28.3% |
| Participation rate | 47.7% | 64.0%-16.3pp | 69.5%-21.8pp | 68.1%-20.3pp |
| Annual return | 14.85% | 18.37%-3.5pp | 19.29%-4.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $962 | $1,865-48.4% | $2,294-58.1% | $2,552-62.3% |
| Participant deferral / active EE | $2,485 | $3,047-18.5% | $3,822-35.0% | $4,126-39.8% |
| Admin fee / account holder | $3,453 | $5,511-37.3% | $7,024-50.8% | $7,339-52.9% |