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 | $49,507 | $67,411-26.6% | $91,004-45.6% | $70,126-29.4% |
| Participation rate | 52.3% | 71.4%-19.1pp | 75.6%-23.3pp | 69.5%-17.2pp |
| Annual return | 16.39% | -40.16%+56.6pp | 4.60%+11.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,090 | $1,786-38.9% | $2,456-55.6% | $2,343-53.5% |
| Participant deferral / active EE | $1,833 | $2,823-35.1% | $3,548-48.3% | $3,332-45.0% |
| Admin fee / account holder | $2,803 | $4,236-33.8% | $5,417-48.3% | $4,645-39.7% |