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 | $52,303 | $59,440-12.0% | $78,004-32.9% | $82,637-36.7% |
| Participation rate | 68.5% | 62.8%+5.7pp | 69.4%-1.0pp | 68.1%+0.4pp |
| Annual return | 14.62% | 40.24%-25.6pp | 31.07%-16.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $568 | $1,750-67.6% | $2,469-77.0% | $2,552-77.7% |
| Participant deferral / active EE | $2,549 | $3,138-18.8% | $4,092-37.7% | $4,126-38.2% |
| Admin fee / account holder | $767 | $5,504-86.1% | $7,578-89.9% | $7,339-89.5% |