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 | $59,371 | $43,496+36.5% | $161,489-63.2% | $64,340-7.7% |
| Participation rate | 48.6% | 53.5%-5.0pp | 78.7%-30.1pp | 55.2%-6.7pp |
| Annual return | 16.49% | 20.76%-4.3pp | 89.72%-73.2pp | 24.14%-7.7pp |
| Employer contribution / active EE | $770 | $1,431-46.2% | $4,268-82.0% | $1,862-58.7% |
| Participant deferral / active EE | $2,335 | $1,996+17.0% | $5,630-58.5% | $2,980-21.6% |
| Admin fee / account holder | $1,638 | $2,330-29.7% | $16,006-89.8% | $3,703-55.8% |