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 | $50,332 | $49,976+0.7% | $66,674-24.5% | $82,637-39.1% |
| Participation rate | 56.1% | 63.1%-7.0pp | 73.7%-17.6pp | 68.1%-12.0pp |
| Annual return | 16.28% | 39.09%-22.8pp | 321.24%-305.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $786 | $1,988-60.5% | $2,620-70.0% | $2,552-69.2% |
| Participant deferral / active EE | $2,447 | $2,847-14.0% | $4,084-40.1% | $4,126-40.7% |
| Admin fee / account holder | $357 | $4,594-92.2% | $5,098-93.0% | $7,339-95.1% |