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 | $47,174 | $57,590-18.1% | $86,233-45.3% | $82,448-42.8% |
| Participation rate | 11.3% | 57.9%-46.5pp | 69.0%-57.7pp | 68.1%-56.7pp |
| Annual return | 14.89% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $496 | $1,655-70.0% | $2,504-80.2% | $2,551-80.6% |
| Participant deferral / active EE | $925 | $3,080-70.0% | $4,559-79.7% | $4,139-77.6% |
| Admin fee / account holder | $1,553 | $4,730-67.2% | $8,342-81.4% | $7,234-78.5% |