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 | $55,102 | $80,992-32.0% | $96,534-42.9% | $75,173-26.7% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 19.28% | 27.05%-7.8pp | 25.88%-6.6pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,662 | $2,283-27.2% | $2,965-43.9% | $2,671-37.8% |
| Participant deferral / active EE | $3,439 | $3,929-12.5% | $4,851-29.1% | $4,126-16.6% |
| Admin fee / account holder | $1,839 | $6,717-72.6% | $8,253-77.7% | $5,651-67.4% |