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 | $54,611 | $61,605-11.4% | $112,273-51.4% | $75,181-27.4% |
| Participation rate | 49.1% | 61.7%-12.6pp | 72.4%-23.3pp | 67.2%-18.1pp |
| Annual return | 18.48% | 28.47%-10.0pp | 30.23%-11.8pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,065 | $2,015-47.2% | $3,431-69.0% | $2,671-60.1% |
| Participant deferral / active EE | $2,127 | $3,108-31.6% | $4,800-55.7% | $4,126-48.4% |
| Admin fee / account holder | $597 | $4,862-87.7% | $7,752-92.3% | $5,650-89.4% |