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 | $65,866 | $75,541-12.8% | $152,093-56.7% | $82,637-20.3% |
| Participation rate | 42.9% | 66.5%-23.7pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 17.43% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $945 | $2,622-64.0% | $4,175-77.4% | $2,552-63.0% |
| Participant deferral / active EE | $1,950 | $3,206-39.2% | $5,451-64.2% | $4,126-52.7% |
| Admin fee / account holder | $1,953 | $6,405-69.5% | $14,497-86.5% | $7,339-73.4% |