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 | $57,699 | $124,425-53.6% | $112,040-48.5% | $137,256-58.0% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.5%-31.5pp | 80.0%-35.0pp |
| Annual return | 16.36% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,776 | $3,411-47.9% | $2,954-39.9% | $4,156-57.3% |
| Participant deferral / active EE | $3,245 | $5,718-43.2% | $5,098-36.3% | $6,407-49.3% |
| Admin fee / account holder | $2,787 | $15,207-81.7% | $12,098-77.0% | $12,270-77.3% |