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 | $59,395 | $106,524-44.2% | $152,301-61.0% | $87,485-32.1% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.4%-27.6pp | 68.9%-14.1pp |
| Annual return | 18.67% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,994 | $3,371-40.9% | $4,624-56.9% | $2,596-23.2% |
| Participant deferral / active EE | $4,047 | $6,525-38.0% | $8,004-49.4% | $4,274-5.3% |
| Admin fee / account holder | $1,029 | $8,287-87.6% | $14,398-92.9% | $7,775-86.8% |