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 | $21,115 | $81,262-74.0% | $155,602-86.4% | $80,911-73.9% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.6%-13.8pp |
| Annual return | 19.93% | 33.34%-13.4pp | 64.81%-44.9pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,431 | $3,102-53.9% | $4,675-69.4% | $2,756-48.1% |
| Participant deferral / active EE | $1,730 | $3,451-49.9% | $5,629-69.3% | $4,297-59.7% |
| Admin fee / account holder | $6,111 | $7,992-23.5% | $15,923-61.6% | $6,935-11.9% |