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 | $54,783 | $69,383-21.0% | $101,275-45.9% | $73,497-25.5% |
| Participation rate | 38.9% | 68.4%-29.4pp | 75.8%-36.9pp | 70.7%-31.8pp |
| Annual return | 15.66% | 18.46%-2.8pp | 46.48%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,156 | $2,628-56.0% | $3,660-68.4% | $2,270-49.1% |
| Participant deferral / active EE | $2,477 | $3,301-24.9% | $4,371-43.3% | $3,740-33.8% |
| Admin fee / account holder | $1,564 | $704+122.3% | $5,948-73.7% | $513+204.9% |