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 | $64,622 | $75,541-14.5% | $152,093-57.5% | $82,637-21.8% |
| Participation rate | 26.3% | 66.5%-40.3pp | 77.8%-51.5pp | 68.1%-41.8pp |
| Annual return | 16.57% | 32.56%-16.0pp | 66.36%-49.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $630 | $2,622-76.0% | $4,175-84.9% | $2,552-75.3% |
| Participant deferral / active EE | $1,780 | $3,206-44.5% | $5,451-67.4% | $4,126-56.9% |
| Admin fee / account holder | $5,038 | $6,405-21.3% | $14,497-65.2% | $7,339-31.3% |