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 | $57,747 | $49,976+15.5% | $66,674-13.4% | $82,637-30.1% |
| Participation rate | 30.8% | 63.1%-32.3pp | 73.7%-42.9pp | 68.1%-37.3pp |
| Annual return | 15.57% | 39.09%-23.5pp | 321.24%-305.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $468 | $1,988-76.5% | $2,620-82.2% | $2,552-81.7% |
| Participant deferral / active EE | $2,010 | $2,847-29.4% | $4,084-50.8% | $4,126-51.3% |
| Admin fee / account holder | $2,132 | $4,594-53.6% | $5,098-58.2% | $7,339-70.9% |