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 | $54,449 | $67,602-19.5% | $82,312-33.9% | $70,126-22.4% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 22.49% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,453 | $2,987+15.6% | $3,706-6.8% | $3,332+3.7% |
| Admin fee / account holder | $827 | $4,512-81.7% | $5,608-85.2% | $4,645-82.2% |